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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $57,544 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,316 | $29,516+33.2% | $77,513-49.3% | $90,274-56.4% |
| Participation rate | 5.6% | 33.7%-28.0pp | 54.2%-48.6pp | 73.4%-67.7pp |
| Annual return | 14.84% | 231.18%-216.3pp | 54.81%-40.0pp | 53.97%-39.1pp |
| Employer contribution / active EE | $97 | $381-74.5% | $987-90.2% | $2,523-96.2% |
| Participant deferral / active EE | $178 | $944-81.1% | $1,861-90.4% | $4,231-95.8% |
| Admin fee / account holder | $11 | $106-89.9% | $2,859-99.6% | $114-90.6% |