Filed January 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $818 |
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.
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 | $23,685 | $28,416-16.6% | $73,550-67.8% | $69,631-66.0% |
| Participation rate | 19.6% | 38.3%-18.7pp | 54.9%-35.3pp | 70.7%-51.1pp |
| Annual return | 15.66% | -694.13%+709.8pp | -15.16%+30.8pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $6 | $430-98.6% | $1,219-99.5% | $2,032-99.7% |
| Participant deferral / active EE | $425 | $897-52.6% | $1,804-76.5% | $3,224-86.8% |
| Admin fee / account holder | $93 | $104-10.4% | $2,320-96.0% | $110-15.4% |