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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $850 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,434 | $29,516-74.8% | $77,552-90.4% | $90,274-91.8% |
| Participation rate | 4.8% | 33.7%-28.9pp | 54.2%-49.4pp | 73.4%-68.6pp |
| Annual return | 32.83% | 231.18%-198.3pp | 54.82%-22.0pp | 53.97%-21.1pp |
| Employer contribution / active EE | $0 | $381-100.0% | $987-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $129 | $944-86.3% | $1,861-93.1% | $4,231-96.9% |
| Admin fee / account holder | $9 | $106-91.6% | $2,859-99.7% | $114-92.2% |