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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,444 | $30,599-72.4% | $74,577-88.7% | $57,658-85.4% |
| Participation rate | 61.4% | 49.1%+12.3pp | 68.1%-6.7pp | 70.2%-8.8pp |
| Annual return | 13.91% | 14.24%-0.3pp | 20.47%-6.6pp | 5.13%+8.8pp |
| Employer contribution / active EE | $661 | $1,000-33.8% | $2,525-73.8% | $1,974-66.5% |
| Participant deferral / active EE | $1,585 | $1,805-12.2% | $3,458-54.2% | $3,061-48.2% |
| Admin fee / account holder | $4 | $98-95.8% | $4,138-99.9% | $95-95.6% |