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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $22,195 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,229 | $86,655-39.7% | $119,622-56.3% | $66,938-22.0% |
| Participation rate | 48.8% | 75.6%-26.8pp | 79.3%-30.5pp | 69.8%-21.0pp |
| Annual return | -23.71% | -8.00%-15.7pp | -14.98%-8.7pp | 1.58%-25.3pp |
| Employer contribution / active EE | $722 | $2,536-71.5% | $4,232-82.9% | $2,545-71.6% |
| Participant deferral / active EE | $3,436 | $4,358-21.2% | $5,601-38.6% | $4,238-18.9% |
| Admin fee / account holder | $28 | $755-96.3% | $10,328-99.7% | $594-95.2% |