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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $584 |
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.
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 | $25,456 | $57,976-56.1% | $63,018-59.6% | $62,293-59.1% |
| Participation rate | 20.4% | 75.9%-55.5pp | 74.8%-54.4pp | 69.5%-49.1pp |
| Annual return | 13.67% | 17.54%-3.9pp | 87.62%-74.0pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $269 | $2,956-90.9% | $3,330-91.9% | $3,169-91.5% |
| Admin fee / account holder | $92 | $276-66.8% | $3,601-97.5% | $479-80.9% |