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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $778 |
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 | $17,364 | $73,638-76.4% | $95,956-81.9% | $73,493-76.4% |
| Participation rate | 46.1% | 76.2%-30.1pp | 77.1%-31.0pp | 70.7%-24.6pp |
| Annual return | 16.65% | 16.78%-0.1pp | 91.63%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $601 | $1,863-67.7% | $2,541-76.3% | $2,270-73.5% |
| Participant deferral / active EE | $820 | $3,617-77.3% | $4,167-80.3% | $3,740-78.1% |
| Admin fee / account holder | $105 | $482-78.2% | $6,797-98.5% | $513-79.5% |