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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,777 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,132 | $65,376+11.9% | $87,104-16.0% | $65,185+12.2% |
| Participation rate | 48.9% | 75.3%-26.5pp | 76.9%-28.0pp | 70.2%-21.3pp |
| Annual return | 19.20% | 31.27%-12.1pp | 28.19%-9.0pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,530 | $1,822-16.1% | $2,521-39.3% | $2,177-29.7% |
| Participant deferral / active EE | $3,153 | $3,388-6.9% | $4,048-22.1% | $3,514-10.3% |
| Admin fee / account holder | $43 | $520-91.7% | $7,491-99.4% | $847-94.9% |