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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,735 | $55,453-46.4% | $170,435-82.6% | $62,293-52.3% |
| Participation rate | 45.1% | 66.4%-21.3pp | 83.6%-38.5pp | 69.5%-24.4pp |
| Annual return | 13.07% | 21.38%-8.3pp | 205.94%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $445 | $2,164-79.4% | $5,432-91.8% | $2,042-78.2% |
| Participant deferral / active EE | $737 | $2,303-68.0% | $4,939-85.1% | $3,169-76.7% |
| Admin fee / account holder | $3 | $455-99.3% | $13,881-100.0% | $479-99.3% |