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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $14,465 |
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 | $65,112 | $62,132+4.8% | $185,861-65.0% | $73,497-11.4% |
| Participation rate | 61.3% | 67.8%-6.5pp | 78.0%-16.7pp | 70.7%-9.4pp |
| Annual return | 13.36% | 20.44%-7.1pp | 35.96%-22.6pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,295 | $1,681+36.5% | $4,088-43.9% | $2,270+1.1% |
| Participant deferral / active EE | $4,130 | $3,711+11.3% | $5,634-26.7% | $3,740+10.4% |
| Admin fee / account holder | $252 | $419-39.9% | $9,503-97.4% | $513-50.9% |