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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,056 |
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 | $34,081 | $23,119+47.4% | $71,086-52.1% | $75,289-54.7% |
| Participation rate | 6.9% | 36.3%-29.4pp | 54.7%-47.7pp | 72.4%-65.5pp |
| Annual return | -6.85% | -3.32%-3.5pp | 650.59%-657.4pp | -0.04%-6.8pp |
| Employer contribution / active EE | $134 | $399-66.4% | $1,088-87.7% | $2,405-94.4% |
| Participant deferral / active EE | $235 | $960-75.5% | $1,874-87.5% | $3,739-93.7% |
| Admin fee / account holder | $10 | $89-88.5% | $3,082-99.7% | $102-90.0% |