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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058413 | Advisory (Plan) | $27,448 |
Filed as: KRAVITZ, INC. Service code 15 · EIN 95-3207191 | Recordkeeping | $6,520 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,103 |
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 | $18,422 | $42,582-56.7% | $171,082-89.2% | $57,658-68.1% |
| Participation rate | 43.3% | 63.9%-20.6pp | 76.7%-33.3pp | 70.2%-26.9pp |
| Annual return | 8.60% | 308.67%-300.1pp | 32.56%-24.0pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,236 | $1,306-5.4% | $4,002-69.1% | $1,974-37.4% |
| Participant deferral / active EE | $2,355 | $2,933-19.7% | $4,797-50.9% | $3,061-23.1% |
| Admin fee / account holder | $36 | $82-56.2% | $8,520-99.6% | $95-61.8% |