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| Provider | Service type | Compensation |
|---|---|---|
PENSYS, INC.1 year Service code 13 · EIN 68-0348235 | Contract Administrator | $2,364 |
CCM PARTNERS, LP1 year Service code 72 · EIN 94-6736048 | Other investment fees and expenses | $0 |
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 | $49,393 | $46,732+5.7% | $156,551-68.4% | $55,167-10.5% |
| Participation rate | 11.9% | 65.8%-53.9pp | 84.0%-72.1pp | 69.0%-57.1pp |
| Annual return | 6.89% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $300 | $2,204-86.4% | $4,871-93.8% | $3,054-90.2% |
| Admin fee / account holder | $124 | $418-70.3% | $13,028-99.0% | $504-75.3% |