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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $25,845 | $74,347-65.2% | $93,614-72.4% | $67,579-61.8% |
| Participation rate | 42.3% | 80.6%-38.4pp | 75.8%-33.6pp | 71.3%-29.0pp |
| Annual return | 25.83% | 28.07%-2.2pp | 32.76%-6.9pp | 378.56%-352.7pp |
| Employer contribution / active EE | $545 | $2,583-78.9% | $2,718-79.9% | $2,148-74.6% |
| Participant deferral / active EE | $1,918 | $4,060-52.8% | $4,069-52.9% | $3,539-45.8% |
| Admin fee / account holder | $17 | $123-86.3% | $7,889-99.8% | $142-88.2% |