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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,069 | $64,286-84.3% | $106,387-90.5% | $55,725-81.9% |
| Participation rate | 67.9% | 75.2%-7.3pp | 77.5%-9.5pp | 70.9%-2.9pp |
| Annual return | -1.35% | 0.84%-2.2pp | 0.25%-1.6pp | 244.93%-246.3pp |
| Employer contribution / active EE | $1,994 | $2,367-15.8% | $3,520-43.4% | $2,078-4.1% |
| Participant deferral / active EE | $3,889 | $4,158-6.5% | $5,421-28.3% | $3,356+15.9% |
| Admin fee / account holder | $30 | $102-70.7% | $7,510-99.6% | $115-74.0% |