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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,045 | $35,986-27.6% | $77,513-66.4% | $73,493-64.6% |
| Participation rate | 27.4% | 40.8%-13.5pp | 54.2%-26.8pp | 70.7%-43.3pp |
| Annual return | 14.29% | 19.26%-5.0pp | 54.81%-40.5pp | 28.51%-14.2pp |
| Employer contribution / active EE | $80 | $557-85.6% | $987-91.9% | $2,270-96.5% |
| Participant deferral / active EE | $1,117 | $1,198-6.7% | $1,861-40.0% | $3,740-70.1% |
| Admin fee / account holder | $280 | $466-39.8% | $2,859-90.2% | $513-45.3% |