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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $645 |
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 | $29,559 | $60,795-51.4% | $69,483-57.5% | $65,186-54.7% |
| Participation rate | 18.8% | 74.9%-56.1pp | 74.6%-55.8pp | 70.2%-51.5pp |
| Annual return | 16.63% | 17.46%-0.8pp | 28.99%-12.4pp | 29.39%-12.8pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $219 | $3,162-93.1% | $3,537-93.8% | $3,514-93.8% |
| Admin fee / account holder | $91 | $314-71.1% | $3,841-97.6% | $847-89.3% |