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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $40,677 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,735 | $62,543-57.3% | $83,327-67.9% | $55,725-52.0% |
| Participation rate | 43.4% | 78.4%-34.9pp | 77.8%-34.3pp | 70.9%-27.4pp |
| Annual return | -8.60% | 14.85%-23.5pp | 10.64%-19.2pp | 244.93%-253.5pp |
| Employer contribution / active EE | $1,228 | $2,427-49.4% | $3,379-63.6% | $2,078-40.9% |
| Participant deferral / active EE | $2,455 | $5,682-56.8% | $5,565-55.9% | $3,356-26.8% |
| Admin fee / account holder | $215 | $103+108.7% | $7,540-97.1% | $115+86.9% |