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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,547 |
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 | $8,455 | $22,714-62.8% | $59,496-85.8% | $55,191-84.7% |
| Participation rate | 20.7% | 37.5%-16.7pp | 54.6%-33.8pp | 69.2%-48.4pp |
| Annual return | 0.62% | -44.01%+44.6pp | 182.05%-181.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $77 | $418-81.7% | $1,153-93.4% | $1,899-96.0% |
| Participant deferral / active EE | $375 | $843-55.6% | $1,829-79.5% | $3,046-87.7% |
| Admin fee / account holder | $31 | $83-63.4% | $2,232-98.6% | $91-66.4% |