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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $11,775 | $37,117-68.3% | $147,617-92.0% | $55,191-78.7% |
| Participation rate | 18.2% | 63.6%-45.4pp | 84.6%-66.4pp | 69.2%-51.0pp |
| Annual return | 276.89% | 3.44%+273.5pp | 61.98%+214.9pp | 10.78%+266.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $358 | $1,985-82.0% | $4,895-92.7% | $3,046-88.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |