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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
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.
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 | $20,563 | $42,396-51.5% | $67,313-69.5% | $56,287-63.5% |
| Participation rate | 27.2% | 61.0%-33.8pp | 69.1%-41.9pp | 69.9%-42.6pp |
| Annual return | -5.79% | -36.63%+30.8pp | -4.08%-1.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $442 | $2,360-81.3% | $3,568-87.6% | $3,350-86.8% |
| Admin fee / account holder | $10 | $510-98.1% | $4,507-99.8% | $521-98.1% |