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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,911 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,137 | $81,948-92.5% | $90,766-93.2% | $64,824-90.5% |
| Participation rate | 79.9% | 80.5%-0.5pp | 75.7%+4.2pp | 71.5%+8.5pp |
| Annual return | -19.71% | -12.53%-7.2pp | -12.16%-7.6pp | 32.84%-52.6pp |
| Employer contribution / active EE | $1,043 | $3,067-66.0% | $2,922-64.3% | $2,507-58.4% |
| Participant deferral / active EE | $2,435 | $4,844-49.7% | $4,565-46.6% | $4,311-43.5% |
| Admin fee / account holder | $58 | $157-62.9% | $8,446-99.3% | $188-68.9% |