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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,499 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,309 | $46,332-71.3% | $143,797-90.7% | $64,824-79.5% |
| Participation rate | 33.5% | 64.2%-30.8pp | 80.3%-46.8pp | 71.5%-38.0pp |
| Annual return | -16.64% | -10.05%-6.6pp | -0.04%-16.6pp | 32.84%-49.5pp |
| Employer contribution / active EE | $530 | $1,911-72.3% | $4,952-89.3% | $2,507-78.9% |
| Participant deferral / active EE | $657 | $2,647-75.2% | $5,638-88.3% | $4,311-84.8% |
| Admin fee / account holder | $231 | $154+49.9% | $14,679-98.4% | $188+22.8% |