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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $40,794 | $51,244-20.4% | $80,977-49.6% | $55,167-26.1% |
| Participation rate | 29.3% | 71.7%-42.4pp | 75.8%-46.6pp | 69.0%-39.7pp |
| Annual return | 7.74% | 17.39%-9.7pp | 17.11%-9.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,305 | $4,418-70.5% | $5,696-77.1% | $3,054-57.3% |
| Admin fee / account holder | $3 | $398-99.2% | $5,517-99.9% | $504-99.4% |