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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,513 |
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 | $29,469 | $37,117-20.6% | $147,618-80.0% | $55,191-46.6% |
| Participation rate | 22.6% | 63.6%-41.0pp | 84.6%-62.1pp | 69.2%-46.6pp |
| Annual return | -0.70% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $226 | $1,620-86.1% | $5,565-95.9% | $1,899-88.1% |
| Participant deferral / active EE | $347 | $1,985-82.5% | $4,895-92.9% | $3,046-88.6% |
| Admin fee / account holder | $4 | $86-95.8% | $11,612-100.0% | $91-96.0% |