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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $760 |
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 | $49,514 | $73,638-32.8% | $95,964-48.4% | $73,497-32.6% |
| Participation rate | 60.5% | 76.2%-15.6pp | 77.1%-16.5pp | 70.7%-10.1pp |
| Annual return | 48.11% | 16.78%+31.3pp | 91.64%-43.5pp | 28.51%+19.6pp |
| Employer contribution / active EE | $2,415 | $1,863+29.6% | $2,541-5.0% | $2,270+6.4% |
| Participant deferral / active EE | $3,882 | $3,617+7.3% | $4,167-6.8% | $3,740+3.8% |
| Admin fee / account holder | $15 | $482-96.9% | $6,797-99.8% | $513-97.1% |