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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $522 |
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.
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 | $24,912 | $55,002-54.7% | $59,899-58.4% | $56,289-55.7% |
| Participation rate | 16.9% | 75.9%-59.0pp | 74.7%-57.8pp | 69.9%-52.9pp |
| Annual return | -6.18% | 1.13%-7.3pp | 3.46%-9.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $227 | $3,121-92.7% | $3,402-93.3% | $3,350-93.2% |
| Admin fee / account holder | $87 | $236-63.0% | $3,592-97.6% | $521-83.3% |