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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,559 |
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.
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 | $23,236 | $50,666-54.1% | $76,823-69.8% | $65,185-64.4% |
| Participation rate | 52.4% | 68.8%-16.4pp | 72.1%-19.7pp | 70.2%-17.8pp |
| Annual return | 17.43% | 28.51%-11.1pp | 1166.42%-1149.0pp | 29.38%-12.0pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $866 | $2,647-67.3% | $3,336-74.0% | $3,514-75.4% |
| Admin fee / account holder | $13 | $463-97.2% | $6,422-99.8% | $847-98.5% |