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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $355 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,797 | $47,977+3.8% | $154,111-67.7% | $56,287-11.5% |
| Participation rate | 64.9% | 66.2%-1.3pp | 83.0%-18.2pp | 69.9%-5.0pp |
| Annual return | -10.33% | 3.54%-13.9pp | 735.18%-745.5pp | -9.96%-0.4pp |
| Employer contribution / active EE | $3,874 | $2,169+78.6% | $5,298-26.9% | $2,111+83.5% |
| Participant deferral / active EE | $10,123 | $2,392+323.3% | $5,081+99.3% | $3,350+202.2% |
| Admin fee / account holder | $224 | $438-48.9% | $13,411-98.3% | $521-57.0% |