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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,452 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,335 | $95,417-71.4% | $135,974-79.9% | $74,460-63.3% |
| Participation rate | 55.4% | 78.2%-22.8pp | 81.9%-26.5pp | 70.7%-15.3pp |
| Annual return | 27.52% | 32.76%-5.2pp | 68.30%-40.8pp | 34.38%-6.9pp |
| Employer contribution / active EE | $1,593 | $3,878-58.9% | $4,859-67.2% | $2,638-39.6% |
| Participant deferral / active EE | $2,917 | $7,789-62.6% | $7,760-62.4% | $4,530-35.6% |
| Admin fee / account holder | $143 | $266-46.4% | $10,767-98.7% | $348-59.0% |