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| Provider | Service type | Compensation |
|---|---|---|
RJA 338 FEE5 years Service code 26 · EIN 59-1237041 | Advisory (Participants) | $28,214 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,479 | $54,245-56.7% | $93,727-74.9% | $77,762-69.8% |
| Participation rate | 42.7% | 63.9%-21.2pp | 68.7%-26.0pp | 70.6%-27.9pp |
| Annual return | 9.58% | 30.58%-21.0pp | 133.83%-124.3pp | 31.27%-21.7pp |
| Employer contribution / active EE | $1,684 | $1,168+44.3% | $2,421-30.4% | $2,728-38.3% |
| Participant deferral / active EE | $2,100 | $3,144-33.2% | $4,417-52.5% | $4,651-54.8% |
| Admin fee / account holder | $273 | $575-52.6% | $8,292-96.7% | $433-37.0% |