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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $50,490 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,393 | $53,216-65.4% | $155,534-88.2% | $199,960-90.8% |
| Participation rate | 4.4% | 64.1%-59.8pp | 78.2%-73.9pp | 72.0%-67.6pp |
| Annual return | 38.39% | 41.18%-2.8pp | 64.92%-26.5pp | 34.28%+4.1pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $238 | $3,164-92.5% | $5,630-95.8% | $5,087-95.3% |
| Admin fee / account holder | $170 | $186-8.7% | $15,900-98.9% | $269-37.0% |