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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,313 | $42,546-92.2% | $71,796-95.4% | $55,167-94.0% |
| Participation rate | 79.8% | 59.1%+20.7pp | 69.1%+10.7pp | 69.0%+10.8pp |
| Annual return | 30.22% | 12.36%+17.9pp | 78.04%-47.8pp | 169.23%-139.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,400 | $2,064+16.3% | $2,794-14.1% | $3,054-21.4% |
| Admin fee / account holder | $84 | $650-87.0% | $4,815-98.2% | $504-83.3% |