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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,357 |
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 | $17,659 | $45,602-61.3% | $117,498-85.0% | $66,930-73.6% |
| Participation rate | 34.3% | 57.6%-23.3pp | 70.6%-36.3pp | 69.8%-35.5pp |
| Annual return | -17.60% | -16.74%-0.9pp | 29.75%-47.4pp | 1.57%-19.2pp |
| Employer contribution / active EE | $544 | $1,579-65.5% | $4,178-87.0% | $2,545-78.6% |
| Participant deferral / active EE | $949 | $2,845-66.6% | $4,071-76.7% | $4,238-77.6% |
| Admin fee / account holder | $147 | $661-77.7% | $5,646-97.4% | $593-75.2% |