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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,835 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,152 | $84,499-43.0% | $125,391-61.6% | $66,949-28.1% |
| Participation rate | 40.5% | 76.4%-35.9pp | 82.4%-41.9pp | 69.8%-29.3pp |
| Annual return | -16.80% | -8.49%-8.3pp | 572.41%-589.2pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,154 | $3,554-67.5% | $4,816-76.0% | $2,545-54.6% |
| Participant deferral / active EE | $2,369 | $6,785-65.1% | $7,448-68.2% | $4,239-44.1% |
| Admin fee / account holder | $37 | $685-94.5% | $10,009-99.6% | $594-93.7% |