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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $125 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,447 | $59,186-31.7% | $76,766-47.3% | $56,287-28.1% |
| Participation rate | 23.0% | 75.2%-52.2pp | 77.0%-54.0pp | 69.9%-46.9pp |
| Annual return | -4.36% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $761 | $3,255-76.6% | $3,851-80.2% | $3,350-77.3% |
| Admin fee / account holder | $3 | $489-99.4% | $6,675-100.0% | $521-99.5% |