Filed January 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,570 | $23,385+5.1% | $69,182-64.5% | $57,658-57.4% |
| Participation rate | 18.2% | 37.9%-19.8pp | 55.1%-37.0pp | 70.2%-52.1pp |
| Annual return | 6.04% | -659.34%+665.4pp | -21.93%+28.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $71 | $422-83.2% | $1,206-94.1% | $1,974-96.4% |
| Participant deferral / active EE | $420 | $843-50.1% | $1,897-77.8% | $3,061-86.3% |
| Admin fee / account holder | $102 | $82+23.8% | $2,697-96.2% | $95+7.5% |