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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,577 | $119,272-72.7% | $161,149-79.8% | $71,012-54.1% |
| Participation rate | 61.7% | 73.6%-11.9pp | 78.8%-17.1pp | 58.6%+3.2pp |
| Annual return | 14.40% | 16.11%-1.7pp | 21.16%-6.8pp | 37.67%-23.3pp |
| Employer contribution / active EE | $517 | $2,894-82.1% | $4,360-88.1% | $2,348-78.0% |
| Participant deferral / active EE | $2,143 | $4,117-48.0% | $6,153-65.2% | $3,246-34.0% |
| Admin fee / account holder | $9 | $1,020-99.1% | $15,194-99.9% | $1,167-99.2% |