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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,248 | $42,367-31.0% | $79,580-63.2% | $64,819-54.9% |
| Participation rate | 19.6% | 64.7%-45.1pp | 69.5%-49.8pp | 71.5%-51.8pp |
| Annual return | -17.89% | -12.23%-5.7pp | 0.15%-18.0pp | 32.84%-50.7pp |
| Employer contribution / active EE | $649 | $1,181-45.0% | $2,413-73.1% | $2,507-74.1% |
| Participant deferral / active EE | $1,433 | $3,170-54.8% | $3,985-64.0% | $4,311-66.7% |
| Admin fee / account holder | $238 | $160+49.3% | $6,835-96.5% | $188+26.9% |