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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,435 |
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 | $37,996 | $59,535-36.2% | $90,161-57.9% | $62,293-39.0% |
| Participation rate | 30.3% | 73.0%-42.7pp | 76.9%-46.6pp | 69.5%-39.2pp |
| Annual return | 17.34% | 23.53%-6.2pp | 34.89%-17.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,108 | $4,639-76.1% | $5,287-79.0% | $3,169-65.0% |
| Admin fee / account holder | $5 | $337-98.5% | $5,943-99.9% | $479-98.9% |