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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,535 |
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.
Annual investment return 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 | $54,575 | $60,165-9.3% | $74,184-26.4% | $55,167-1.1% |
| Participation rate | 44.0% | 74.2%-30.2pp | 76.6%-32.6pp | 69.0%-25.0pp |
| Annual return | 4.99% | 10.00%-5.0pp | 17.74%-12.7pp | 169.23%-164.2pp |
| Employer contribution / active EE | $264 | $1,600-83.5% | $2,370-88.8% | $1,963-86.5% |
| Participant deferral / active EE | $1,792 | $2,973-39.7% | $3,550-49.5% | $3,054-41.3% |
| Admin fee / account holder | $241 | $419-42.5% | $5,586-95.7% | $504-52.2% |