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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,383 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,005 | $22,291+57.0% | $69,182-49.4% | $63,975-45.3% |
| Participation rate | 4.2% | 35.3%-31.1pp | 55.1%-50.9pp | 71.1%-66.9pp |
| Annual return | 8.24% | 9.30%-1.1pp | -21.93%+30.2pp | 48.65%-40.4pp |
| Employer contribution / active EE | $86 | $325-73.6% | $1,206-92.9% | $2,182-96.1% |
| Participant deferral / active EE | $140 | $808-82.6% | $1,897-92.6% | $3,356-95.8% |
| Admin fee / account holder | $13 | $73-81.9% | $2,697-99.5% | $70-81.2% |