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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,053 | $52,884-84.8% | $84,753-90.5% | $55,167-85.4% |
| Participation rate | 28.6% | 67.5%-38.9pp | 76.6%-48.0pp | 69.0%-40.4pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $719 | $2,233-67.8% | $3,574-79.9% | $1,963-63.4% |
| Participant deferral / active EE | $1,639 | $2,644-38.0% | $3,712-55.9% | $3,054-46.4% |
| Admin fee / account holder | $55 | $581-90.5% | $5,333-99.0% | $504-89.0% |