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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,275 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,779 | $49,138-51.6% | $84,023-71.7% | $65,186-63.5% |
| Participation rate | 49.3% | 60.7%-11.4pp | 69.0%-19.7pp | 70.2%-20.9pp |
| Annual return | 17.14% | 23.00%-5.9pp | 71.32%-54.2pp | 29.39%-12.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $928 | $2,397-61.3% | $3,239-71.4% | $3,514-73.6% |
| Admin fee / account holder | $38 | $543-93.1% | $6,102-99.4% | $847-95.6% |