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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $774 |
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.
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 | $18,199 | $43,717-58.4% | $81,473-77.7% | $77,958-76.7% |
| Participation rate | 3.9% | 42.5%-38.7pp | 68.0%-64.1pp | 71.6%-67.8pp |
| Annual return | 17.49% | 23.83%-6.3pp | 38.78%-21.3pp | 20.87%-3.4pp |
| Employer contribution / active EE | $21 | $919-97.7% | $2,568-99.2% | $2,310-99.1% |
| Participant deferral / active EE | $306 | $1,783-82.8% | $3,537-91.3% | $3,537-91.3% |
| Admin fee / account holder | $60 | $108-44.4% | $4,561-98.7% | $97-38.4% |