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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,965 | $42,772-58.0% | $87,502-79.5% | $55,167-67.4% |
| Participation rate | 35.1% | 66.5%-31.4pp | 73.8%-38.7pp | 69.0%-33.9pp |
| Annual return | 9.05% | 21.20%-12.1pp | 12.21%-3.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $583 | $1,277-54.4% | $2,550-77.1% | $1,963-70.3% |
| Participant deferral / active EE | $2,461 | $2,342+5.1% | $3,149-21.9% | $3,054-19.4% |
| Admin fee / account holder | $20 | $461-95.6% | $4,221-99.5% | $504-96.0% |