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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $420 |
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).
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 | $24,348 | $85,635-71.6% | $123,894-80.3% | $63,975-61.9% |
| Participation rate | 11.5% | 74.9%-63.5pp | 81.4%-69.9pp | 71.1%-59.7pp |
| Annual return | 98.38% | 15.74%+82.6pp | 47.52%+50.9pp | 48.65%+49.7pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $211 | $5,667-96.3% | $5,984-96.5% | $3,356-93.7% |
| Admin fee / account holder | $28 | $75-62.6% | $8,357-99.7% | $70-60.2% |