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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $13,793 |
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 | $52,711 | $58,655-10.1% | $91,994-42.7% | $65,185-19.1% |
| Participation rate | 32.3% | 75.3%-43.0pp | 78.6%-46.3pp | 70.2%-37.9pp |
| Annual return | 22.52% | 33.92%-11.4pp | 69.04%-46.5pp | 29.38%-6.9pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,435 | $5,474-73.8% | $5,924-75.8% | $3,514-59.1% |
| Admin fee / account holder | $12 | $434-97.3% | $7,744-99.8% | $847-98.6% |