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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 | Recordkeeping | $3,374 |
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 | $72,360 | $81,494-11.2% | $133,978-46.0% | $73,497-1.5% |
| Participation rate | 64.4% | 76.4%-11.9pp | 79.8%-15.4pp | 70.7%-6.2pp |
| Annual return | 17.50% | 19.40%-1.9pp | 45.10%-27.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $325 | $2,210-85.3% | $3,919-91.7% | $2,270-85.7% |
| Participant deferral / active EE | $2,190 | $3,787-42.2% | $5,047-56.6% | $3,740-41.4% |
| Admin fee / account holder | $31 | $713-95.7% | $8,930-99.7% | $513-94.0% |