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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,689 | $56,540-68.7% | $185,849-90.5% | $86,821-79.6% |
| Participation rate | 30.1% | 65.5%-35.4pp | 81.7%-51.6pp | 72.3%-42.2pp |
| Annual return | 9.52% | 118.20%-108.7pp | 122.10%-112.6pp | 97.94%-88.4pp |
| Employer contribution / active EE | $471 | $1,844-74.5% | $5,169-90.9% | $2,406-80.4% |
| Participant deferral / active EE | $556 | $2,555-78.3% | $5,569-90.0% | $4,132-86.6% |
| Admin fee / account holder | $251 | $150+68.0% | $16,244-98.5% | $170+48.3% |