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| Provider | Service type | Compensation |
|---|---|---|
BORIS BENIC AND ASSOCIATES LLP1+ years Filed as: BORIS BENIC & ASSOCIATES LLP Service code 10 · EIN 54-2190047 | Accounting | $43,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,990 |
BAKER & BOTTS1+ years Filed as: BAKER BOTTS LLP Service code 29 · EIN 74-1195457 | Legal | $8,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,677 | $67,505-48.6% | $73,836-53.0% | $67,505-48.6% |
| Participation rate | 49.6% | 71.2%-21.6pp | 73.4%-23.8pp | 71.2%-21.6pp |
| Annual return | 1.28% | 6.52%-5.2pp | 2268.06%-2266.8pp | 6.52%-5.2pp |
| Employer contribution / active EE | $632 | $2,173-70.9% | $2,787-77.3% | $2,173-70.9% |
| Participant deferral / active EE | $1,379 | $3,597-61.7% | $3,583-61.5% | $3,597-61.7% |
| Admin fee / account holder | $20 | $56-63.8% | $4,882-99.6% | $56-63.8% |