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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,445 | $66,302-26.9% | $110,243-56.1% | $56,287-13.9% |
| Participation rate | 48.1% | 74.9%-26.8pp | 79.8%-31.7pp | 69.9%-21.7pp |
| Annual return | -3.14% | -1.18%-2.0pp | 314.76%-317.9pp | -9.96%+6.8pp |
| Employer contribution / active EE | $590 | $2,047-71.2% | $3,827-84.6% | $2,111-72.1% |
| Participant deferral / active EE | $2,266 | $3,381-33.0% | $4,672-51.5% | $3,350-32.3% |
| Admin fee / account holder | $21 | $698-97.0% | $8,548-99.8% | $521-95.9% |