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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24,396 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,168 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,265 | $53,165-24.3% | $86,216-53.3% | $74,460-45.9% |
| Participation rate | 20.2% | 64.9%-44.6pp | 69.0%-48.7pp | 70.7%-50.5pp |
| Annual return | 17.17% | 22.64%-5.5pp | 1169.42%-1152.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $543 | $1,210-55.1% | $2,382-77.2% | $2,638-79.4% |
| Participant deferral / active EE | $1,011 | $3,234-68.8% | $3,986-74.6% | $4,530-77.7% |
| Admin fee / account holder | $219 | $551-60.2% | $6,853-96.8% | $348-37.0% |