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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $49,779 |
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 | $20,505 | $37,196-44.9% | $154,108-86.7% | $55,725-63.2% |
| Participation rate | 55.7% | 64.1%-8.4pp | 83.0%-27.4pp | 70.9%-15.2pp |
| Annual return | -3.37% | 1319.68%-1323.0pp | 735.21%-738.6pp | 244.93%-248.3pp |
| Employer contribution / active EE | $357 | $1,614-77.9% | $5,298-93.3% | $2,078-82.8% |
| Participant deferral / active EE | $1,750 | $2,068-15.4% | $5,081-65.6% | $3,356-47.9% |
| Admin fee / account holder | $191 | $102+88.2% | $13,411-98.6% | $115+66.0% |