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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,131 | $53,127-92.2% | $86,597-95.2% | $70,131-94.1% |
| Participation rate | 60.8% | 65.3%-4.5pp | 73.5%-12.7pp | 69.5%-8.7pp |
| Annual return | 528.54% | 27.66%+500.9pp | 964.96%-436.4pp | 73.14%+455.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,389 | $2,696-48.5% | $3,609-61.5% | $3,332-58.3% |
| Admin fee / account holder | $192 | $3,585-94.7% | $4,906-96.1% | $4,645-95.9% |