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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $993 |
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.
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 | $49,001 | $65,376-25.0% | $87,104-43.7% | $65,185-24.8% |
| Participation rate | 32.6% | 75.3%-42.8pp | 76.9%-44.3pp | 70.2%-37.6pp |
| Annual return | 19.31% | 31.27%-12.0pp | 28.19%-8.9pp | 29.38%-10.1pp |
| Employer contribution / active EE | $747 | $1,822-59.0% | $2,521-70.4% | $2,177-65.7% |
| Participant deferral / active EE | $1,118 | $3,388-67.0% | $4,048-72.4% | $3,514-68.2% |
| Admin fee / account holder | $53 | $520-89.9% | $7,491-99.3% | $847-93.8% |