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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,398 | $82,674-54.8% | $125,381-70.2% | $68,486-45.4% |
| Participation rate | 61.2% | 75.1%-13.9pp | 82.4%-21.2pp | 67.9%-6.7pp |
| Annual return | -20.82% | -5.97%-14.9pp | 572.31%-593.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,190 | $6,111-15.1% | $7,448-30.3% | $4,028+28.9% |
| Admin fee / account holder | $3 | $6,277-99.9% | $10,007-100.0% | $5,404-99.9% |