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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $38,011 |
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.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,849 | $74,347-34.3% | $93,621-47.8% | $67,582-27.7% |
| Participation rate | 35.2% | 80.6%-45.4pp | 75.8%-40.6pp | 71.3%-36.1pp |
| Annual return | 18.65% | 28.07%-9.4pp | 32.76%-14.1pp | 378.57%-359.9pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,719-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $950 | $4,060-76.6% | $4,070-76.6% | $3,539-73.2% |
| Admin fee / account holder | $246 | $123+100.2% | $7,890-96.9% | $142+72.6% |