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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,774 | $73,638-92.2% | $108,410-94.7% | $79,393-92.7% |
| Participation rate | 68.0% | 77.4%-9.4pp | 80.1%-12.2pp | 70.7%-2.7pp |
| Annual return | 0.00% | 33.27%-33.3pp | 905.34%-905.3pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,036 | $6,218-19.0% | $6,562-23.3% | $4,046+24.5% |
| Admin fee / account holder | $59 | $638-90.8% | $7,296-99.2% | $627-90.6% |