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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $418 |
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.
Annual investment return 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 | $19,579 | $44,229-55.7% | $155,789-87.4% | $55,191-64.5% |
| Participation rate | 32.7% | 60.8%-28.1pp | 76.1%-43.4pp | 69.2%-36.5pp |
| Annual return | -2.75% | 0.37%-3.1pp | 71.54%-74.3pp | 10.78%-13.5pp |
| Employer contribution / active EE | $354 | $1,317-73.2% | $3,839-90.8% | $1,899-81.4% |
| Participant deferral / active EE | $877 | $2,851-69.2% | $4,798-81.7% | $3,046-71.2% |
| Admin fee / account holder | $16 | $86-81.7% | $7,477-99.8% | $91-82.6% |