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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,344 |
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 | $31,132 | $65,378-52.4% | $87,103-64.3% | $65,186-52.2% |
| Participation rate | 77.6% | 75.3%+2.2pp | 76.9%+0.7pp | 70.2%+7.4pp |
| Annual return | 21.81% | 31.28%-9.5pp | 28.19%-6.4pp | 29.39%-7.6pp |
| Employer contribution / active EE | $218 | $1,823-88.0% | $2,521-91.4% | $2,177-90.0% |
| Participant deferral / active EE | $3,305 | $3,389-2.5% | $4,049-18.4% | $3,514-6.0% |
| Admin fee / account holder | $27 | $520-94.8% | $7,491-99.6% | $847-96.8% |