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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,859 |
INCENTIVE BENEFITS, INC.3+ years Service code 15 · EIN 82-2413612 | Recordkeeping | $8,627 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,996 | $65,118-90.8% | $76,767-92.2% | $55,725-89.2% |
| Participation rate | 46.4% | 79.6%-33.2pp | 77.0%-30.5pp | 70.9%-24.4pp |
| Annual return | -48.86% | -1.27%-47.6pp | 2.43%-51.3pp | 244.93%-293.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,187 | $3,688-40.7% | $3,852-43.2% | $3,356-34.8% |
| Admin fee / account holder | $118 | $116+1.8% | $6,675-98.2% | $115+2.4% |