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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $598 |
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).
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 | $12,860 | $47,448-72.9% | $94,993-86.5% | $62,293-79.4% |
| Participation rate | 76.4% | 66.5%+9.9pp | 73.9%+2.5pp | 69.5%+6.9pp |
| Annual return | 15.71% | 22.64%-6.9pp | 27.14%-11.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $727 | $1,300-44.1% | $2,603-72.1% | $2,042-64.4% |
| Participant deferral / active EE | $2,947 | $2,375+24.1% | $3,317-11.2% | $3,169-7.0% |
| Admin fee / account holder | $14 | $434-96.8% | $4,960-99.7% | $479-97.1% |