Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $12,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,656 | $36,926-46.8% | $156,551-87.4% | $57,661-65.9% |
| Participation rate | 47.2% | 63.4%-16.2pp | 84.0%-36.8pp | 70.2%-23.0pp |
| Annual return | 5.41% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $315 | $1,571-80.0% | $5,501-94.3% | $1,974-84.1% |
| Participant deferral / active EE | $844 | $1,926-56.2% | $4,871-82.7% | $3,061-72.4% |
| Admin fee / account holder | $26 | $83-68.9% | $13,028-99.8% | $95-72.9% |