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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $4,419 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,741 | $31,424+64.7% | $81,473-36.5% | $69,631-25.7% |
| Participation rate | 19.0% | 50.8%-31.8pp | 68.0%-48.9pp | 70.7%-51.7pp |
| Annual return | 26.09% | 22.44%+3.6pp | 38.78%-12.7pp | 27571.02%-27544.9pp |
| Employer contribution / active EE | $23 | $1,029-97.7% | $2,568-99.1% | $2,032-98.8% |
| Participant deferral / active EE | $2,918 | $1,838+58.7% | $3,537-17.5% | $3,224-9.5% |
| Admin fee / account holder | $16 | $103-84.1% | $4,561-99.6% | $110-85.3% |