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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,938 | $52,507-88.7% | $129,406-95.4% | $74,478-92.0% |
| Participation rate | 38.8% | 53.9%-15.1pp | 69.6%-30.8pp | 67.2%-28.4pp |
| Annual return | 13.60% | 15.64%-2.0pp | 9468.18%-9454.6pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $693 | $1,534-54.8% | $4,155-83.3% | $2,626-73.6% |
| Participant deferral / active EE | $1,171 | $2,801-58.2% | $4,167-71.9% | $4,350-73.1% |
| Admin fee / account holder | $19 | $2,639-99.3% | $7,689-99.8% | $1,946-99.0% |