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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,263 | $66,319-7.6% | $93,621-34.6% | $65,186-6.0% |
| Participation rate | 48.2% | 74.0%-25.8pp | 75.8%-27.6pp | 70.2%-22.0pp |
| Annual return | 25.00% | 42.59%-17.6pp | 32.76%-7.8pp | 29.39%-4.4pp |
| Employer contribution / active EE | $1,076 | $2,013-46.6% | $2,719-60.4% | $2,177-50.6% |
| Participant deferral / active EE | $1,898 | $3,343-43.2% | $4,070-53.4% | $3,514-46.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |