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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $876 |
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.
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 | $16,133 | $57,065-71.7% | $75,670-78.7% | $70,131-77.0% |
| Participation rate | 38.2% | 68.1%-29.9pp | 72.3%-34.2pp | 69.5%-31.4pp |
| Annual return | 12.47% | 23.57%-11.1pp | 27.34%-14.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $434 | $1,817-76.1% | $2,352-81.6% | $2,342-81.5% |
| Participant deferral / active EE | $799 | $2,580-69.0% | $3,142-74.6% | $3,332-76.0% |
| Admin fee / account holder | $183 | $3,825-95.2% | $5,800-96.8% | $4,645-96.1% |