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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $16,468 |
AMERICA'S 401K, INC.1+ years Service code 13 · EIN 75-2261114 8131 LBJ FREEWAY, SUITE 770 · DALLAS, TX 75251 | Contract Administrator | $15,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $24,659 | $39,245-37.2% | $64,105-61.5% | $52,331-52.9% |
| Participation rate | 53.3% | 58.2%-4.9pp | 68.2%-14.9pp | 68.1%-14.8pp |
| Annual return | -0.25% | 14.79%-15.0pp | 791.24%-791.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $97 | $736-86.8% | $1,820-94.7% | $1,882-94.9% |
| Participant deferral / active EE | $2,350 | $1,992+18.0% | $2,822-16.7% | $3,022-22.3% |
| Admin fee / account holder | $138 | $592-76.7% | $4,499-96.9% | $592-76.7% |