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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $54,926 |
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 | $38,517 | $26,479+45.5% | $74,719-48.5% | $77,775-50.5% |
| Participation rate | 7.3% | 37.6%-30.3pp | 54.5%-47.1pp | 73.2%-65.9pp |
| Annual return | 24.30% | 38.31%-14.0pp | 753.05%-728.7pp | 32.58%-8.3pp |
| Employer contribution / active EE | $138 | $440-68.5% | $1,084-87.2% | $2,504-94.5% |
| Participant deferral / active EE | $248 | $1,074-76.9% | $1,963-87.4% | $3,966-93.7% |
| Admin fee / account holder | $11 | $119-90.5% | $3,334-99.7% | $100-88.7% |