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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,492 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $150 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,813 | $37,117-46.6% | $147,617-86.6% | $55,191-64.1% |
| Participation rate | 36.5% | 63.6%-27.1pp | 84.6%-48.2pp | 69.2%-32.7pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $140 | $1,985-92.9% | $4,895-97.1% | $3,046-95.4% |
| Admin fee / account holder | $8 | $86-90.1% | $11,611-99.9% | $91-90.6% |