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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 17 · EIN 95-3207191 | Pension Consulting | $2,130 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $55 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $19,746 | $44,229-55.4% | $155,789-87.3% | $55,191-64.2% |
| Participation rate | 39.0% | 60.8%-21.8pp | 76.1%-37.1pp | 69.2%-30.1pp |
| Annual return | 0.00% | 0.37%-0.4pp | 71.54%-71.5pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,248 | $1,317-5.3% | $3,839-67.5% | $1,899-34.3% |
| Participant deferral / active EE | $2,429 | $2,851-14.8% | $4,798-49.4% | $3,046-20.3% |
| Admin fee / account holder | $65 | $86-24.3% | $7,477-99.1% | $91-28.2% |