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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Recordkeeping | $12,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $35,833 | $95,542-62.5% | $69,483-48.4% | $67,582-47.0% |
| Participation rate | 43.4% | 79.4%-35.9pp | 74.6%-31.2pp | 71.3%-27.8pp |
| Annual return | 5.35% | 17.67%-12.3pp | 28.99%-23.6pp | 378.57%-373.2pp |
| Employer contribution / active EE | $1,076 | $2,989-64.0% | $2,780-61.3% | $2,148-49.9% |
| Participant deferral / active EE | $1,706 | $3,263-47.7% | $3,537-51.8% | $3,539-51.8% |
| Admin fee / account holder | $7 | $90-91.7% | $3,841-99.8% | $142-94.8% |