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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 | Recordkeeping | $5,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,375 | $86,341-24.3% | $125,195-47.8% | $65,186+0.3% |
| Participation rate | 66.7% | 75.3%-8.6pp | 79.8%-13.1pp | 70.2%-3.5pp |
| Annual return | 23.93% | 27.44%-3.5pp | 43.79%-19.9pp | 29.39%-5.5pp |
| Employer contribution / active EE | $324 | $2,040-84.1% | $3,866-91.6% | $2,177-85.1% |
| Participant deferral / active EE | $2,312 | $3,538-34.7% | $4,937-53.2% | $3,514-34.2% |
| Admin fee / account holder | $49 | $609-91.9% | $9,704-99.5% | $847-94.2% |