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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $17,061 |
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 | $41,326 | $48,576-14.9% | $169,452-75.6% | $56,289-26.6% |
| Participation rate | 61.5% | 65.8%-4.3pp | 77.8%-16.2pp | 69.9%-8.3pp |
| Annual return | -5.37% | -2.51%-2.9pp | 1.83%-7.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,264 | $1,559+45.2% | $4,157-45.5% | $2,111+7.2% |
| Participant deferral / active EE | $4,141 | $3,275+26.4% | $5,277-21.5% | $3,350+23.6% |
| Admin fee / account holder | $200 | $435-53.9% | $9,110-97.8% | $521-61.5% |