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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,790 |
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.
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 | $25,422 | $54,573-53.4% | $90,970-72.1% | $73,497-65.4% |
| Participation rate | 40.3% | 61.2%-20.9pp | 69.0%-28.7pp | 70.7%-30.4pp |
| Annual return | 10.63% | 16.69%-6.1pp | 134.60%-124.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,346 | $2,517-46.5% | $3,373-60.1% | $3,740-64.0% |
| Admin fee / account holder | $51 | $521-90.2% | $5,961-99.1% | $513-90.0% |