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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,145 | $72,770-62.7% | $67,652-59.9% | $55,191-50.8% |
| Participation rate | 62.3% | 78.8%-16.4pp | 75.7%-13.3pp | 69.2%-6.8pp |
| Annual return | 0.00% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,454 | $1,769-17.8% | $2,266-35.8% | $1,899-23.4% |
| Participant deferral / active EE | $2,605 | $3,408-23.6% | $3,560-26.8% | $3,046-14.5% |
| Admin fee / account holder | $17 | $79-78.4% | $4,821-99.6% | $91-81.3% |