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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $608 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,394 | $59,191-35.1% | $76,767-50.0% | $56,289-31.8% |
| Participation rate | 35.3% | 75.2%-39.9pp | 77.0%-41.7pp | 69.9%-34.6pp |
| Annual return | -7.44% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $835 | $1,759-52.5% | $2,485-66.4% | $2,111-60.5% |
| Participant deferral / active EE | $1,256 | $3,255-61.4% | $3,852-67.4% | $3,350-62.5% |
| Admin fee / account holder | $42 | $489-91.4% | $6,675-99.4% | $521-91.9% |