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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 26-0301051 | Accounting | $11,148 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $42,740 | $55,453-22.9% | $170,435-74.9% | $62,293-31.4% |
| Participation rate | 63.0% | 66.4%-3.4pp | 83.6%-20.6pp | 69.5%-6.6pp |
| Annual return | 11.57% | 21.38%-9.8pp | 205.94%-194.4pp | 28.90%-17.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $781 | $2,303-66.1% | $4,939-84.2% | $3,169-75.3% |
| Admin fee / account holder | $129 | $455-71.7% | $13,881-99.1% | $479-73.1% |