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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,140 | $59,191-82.9% | $76,767-86.8% | $56,289-82.0% |
| Participation rate | 62.8% | 75.2%-12.4pp | 77.0%-14.2pp | 69.9%-7.1pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,251 | $1,759-28.9% | $2,485-49.7% | $2,111-40.8% |
| Participant deferral / active EE | $2,180 | $3,255-33.0% | $3,852-43.4% | $3,350-34.9% |
| Admin fee / account holder | $42 | $489-91.5% | $6,675-99.4% | $521-92.0% |