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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,707 |
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 | $22,695 | $30,072-24.5% | $64,105-64.6% | $67,505-66.4% |
| Participation rate | 1.7% | 59.4%-57.6pp | 68.2%-66.5pp | 71.2%-69.5pp |
| Annual return | -2.39% | 0.30%-2.7pp | 791.24%-793.6pp | 6.52%-8.9pp |
| Employer contribution / active EE | $0 | $725-100.0% | $1,820-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $34 | $1,453-97.7% | $2,822-98.8% | $3,597-99.1% |
| Admin fee / account holder | $23 | $62-62.6% | $4,499-99.5% | $56-58.6% |