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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $538 |
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 | $31,473 | $58,888-46.6% | $178,499-82.4% | $73,493-57.2% |
| Participation rate | 42.8% | 66.2%-23.5pp | 81.9%-39.2pp | 70.7%-27.9pp |
| Annual return | 13.20% | 24.86%-11.7pp | 151.10%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,502 | $2,568-41.5% | $5,202-71.1% | $3,740-59.8% |
| Admin fee / account holder | $19 | $400-95.4% | $13,986-99.9% | $513-96.4% |