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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,707 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,427 | $26,137-37.2% | $58,561-71.9% | $74,460-77.9% |
| Participation rate | 10.2% | 32.2%-21.9pp | 50.9%-40.6pp | 70.7%-60.5pp |
| Annual return | 16.76% | 32.53%-15.8pp | 4251.33%-4234.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $178 | $537-66.8% | $1,053-83.1% | $2,638-93.2% |
| Participant deferral / active EE | $246 | $1,076-77.2% | $1,923-87.2% | $4,530-94.6% |
| Admin fee / account holder | $256 | $648-60.4% | $2,520-89.8% | $348-26.3% |