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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,814 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,512 | $51,466+5.9% | $78,778-30.8% | $62,293-12.5% |
| Participation rate | 65.4% | 59.8%+5.6pp | 69.2%-3.8pp | 69.5%-4.1pp |
| Annual return | 11.46% | 19.96%-8.5pp | 35.62%-24.2pp | 28.90%-17.4pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,112 | $2,147+44.9% | $2,958+5.2% | $3,169-1.8% |
| Admin fee / account holder | $13 | $489-97.3% | $5,134-99.7% | $479-97.3% |