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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $13,826 | $42,546-67.5% | $71,796-80.7% | $55,167-74.9% |
| Participation rate | 48.8% | 59.1%-10.3pp | 69.1%-20.3pp | 69.0%-20.2pp |
| Annual return | 7.93% | 12.36%-4.4pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $390 | $2,064-81.1% | $2,794-86.1% | $3,054-87.2% |
| Admin fee / account holder | $42 | $650-93.5% | $4,815-99.1% | $504-91.6% |