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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,517 | $46,732-26.1% | $156,551-78.0% | $55,167-37.4% |
| Participation rate | 35.6% | 65.8%-30.2pp | 84.0%-48.4pp | 69.0%-33.4pp |
| Annual return | 7.83% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,204 | $2,204-45.4% | $4,871-75.3% | $3,054-60.6% |
| Admin fee / account holder | $7 | $418-98.3% | $13,028-99.9% | $504-98.6% |