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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $591 |
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 | $34,737 | $65,322-46.8% | $70,494-50.7% | $73,497-52.7% |
| Participation rate | 15.8% | 77.0%-61.1pp | 75.1%-59.2pp | 70.7%-54.9pp |
| Annual return | 13.67% | 15.71%-2.0pp | 109.16%-95.5pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $195 | $3,375-94.2% | $3,711-94.7% | $3,740-94.8% |
| Admin fee / account holder | $88 | $214-58.9% | $3,848-97.7% | $513-82.8% |