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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $852 |
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.
Annual investment return 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 | $33,815 | $31,679+6.7% | $74,722-54.7% | $65,185-48.1% |
| Participation rate | 14.0% | 40.4%-26.3pp | 54.5%-40.4pp | 70.2%-56.2pp |
| Annual return | 16.27% | 39.04%-22.8pp | 753.11%-736.8pp | 29.38%-13.1pp |
| Employer contribution / active EE | $258 | $566-54.5% | $1,084-76.2% | $2,177-88.2% |
| Participant deferral / active EE | $409 | $1,191-65.7% | $1,963-79.2% | $3,514-88.4% |
| Admin fee / account holder | $59 | $379-84.4% | $3,335-98.2% | $847-93.0% |