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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,118 |
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 | $55,483 | $73,404-24.4% | $87,104-36.3% | $67,579-17.9% |
| Participation rate | 50.6% | 80.9%-30.3pp | 76.9%-26.3pp | 71.3%-20.7pp |
| Annual return | 215.36% | 48.29%+167.1pp | 28.19%+187.2pp | 378.56%-163.2pp |
| Employer contribution / active EE | $882 | $2,014-56.2% | $2,521-65.0% | $2,148-59.0% |
| Participant deferral / active EE | $2,763 | $3,913-29.4% | $4,048-31.8% | $3,539-21.9% |
| Admin fee / account holder | $141 | $142-0.6% | $7,491-98.1% | $142-1.1% |