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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $59,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $11,754 | $39,859-70.5% | $78,676-85.1% | $57,658-79.6% |
| Participation rate | 50.9% | 66.1%-15.2pp | 73.6%-22.7pp | 70.2%-19.3pp |
| Annual return | 6.43% | 18.96%-12.5pp | 62.19%-55.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $347 | $1,786-80.6% | $2,850-87.8% | $1,974-82.4% |
| Participant deferral / active EE | $1,121 | $2,248-50.1% | $3,517-68.1% | $3,061-63.4% |
| Admin fee / account holder | $25 | $76-66.8% | $4,510-99.4% | $95-73.3% |