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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,540 |
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 | $17,899 | $52,967-66.2% | $172,753-89.6% | $65,186-72.5% |
| Participation rate | 59.9% | 66.2%-6.3pp | 82.6%-22.7pp | 70.2%-10.3pp |
| Annual return | 0.00% | 30.12%-30.1pp | 803.00%-803.0pp | 29.39%-29.4pp |
| Employer contribution / active EE | $293 | $2,190-86.6% | $5,144-94.3% | $2,177-86.5% |
| Participant deferral / active EE | $1,561 | $2,471-36.8% | $5,198-70.0% | $3,514-55.6% |
| Admin fee / account holder | $58 | $472-87.7% | $13,956-99.6% | $847-93.2% |