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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $14,515 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,797 | $58,320+0.8% | $86,438-32.0% | $66,938-12.2% |
| Participation rate | 35.4% | 78.6%-43.2pp | 80.3%-44.9pp | 69.8%-34.4pp |
| Annual return | -17.15% | -9.71%-7.4pp | 4397.19%-4414.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,444 | $6,899-64.6% | $6,952-64.8% | $4,238-42.3% |
| Admin fee / account holder | $12 | $546-97.9% | $6,733-99.8% | $594-98.0% |