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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $37,512 |
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 | $36,546 | $65,708-44.4% | $76,667-52.3% | $77,775-53.0% |
| Participation rate | 35.5% | 79.0%-43.5pp | 72.1%-36.6pp | 73.2%-37.7pp |
| Annual return | 2014.75% | 49.86%+1964.9pp | 1166.74%+848.0pp | 32.58%+1982.2pp |
| Employer contribution / active EE | $640 | $2,167-70.5% | $2,303-72.2% | $2,504-74.4% |
| Participant deferral / active EE | $677 | $3,254-79.2% | $3,336-79.7% | $3,966-82.9% |
| Admin fee / account holder | $25 | $91-73.0% | $6,423-99.6% | $100-75.5% |