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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,875 | $106,236-69.1% | $112,249-70.7% | $64,819-49.3% |
| Participation rate | 46.6% | 71.7%-25.1pp | 75.1%-28.5pp | 71.5%-24.9pp |
| Annual return | -18.60% | -6.02%-12.6pp | 27.48%-46.1pp | 32.84%-51.4pp |
| Employer contribution / active EE | $392 | $3,166-87.6% | $3,636-89.2% | $2,507-84.4% |
| Participant deferral / active EE | $1,830 | $3,785-51.7% | $4,729-61.3% | $4,311-57.6% |
| Admin fee / account holder | $169 | $452-62.5% | $6,412-97.4% | $188-9.8% |