Filed August 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $55,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,289 | $37,039-77.6% | $147,618-94.4% | $59,188-86.0% |
| Participation rate | 63.0% | 63.8%-0.8pp | 84.6%-21.6pp | 69.4%-6.4pp |
| Annual return | -1.73% | 7.19%-8.9pp | 61.98%-63.7pp | 5.51%-7.2pp |
| Employer contribution / active EE | $410 | $1,353-69.7% | $5,564-92.6% | $2,098-80.5% |
| Participant deferral / active EE | $1,010 | $2,094-51.7% | $4,895-79.4% | $3,265-69.1% |
| Admin fee / account holder | $8 | $60-87.2% | $11,612-99.9% | $92-91.7% |