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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,020 |
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.
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 | $43,943 | $55,453-20.8% | $170,435-74.2% | $62,293-29.5% |
| Participation rate | 65.9% | 66.4%-0.5pp | 83.6%-17.7pp | 69.5%-3.6pp |
| Annual return | 162.76% | 21.38%+141.4pp | 205.94%-43.2pp | 28.90%+133.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,948 | $2,303+28.0% | $4,939-40.3% | $3,169-7.0% |
| Admin fee / account holder | $38 | $455-91.7% | $13,881-99.7% | $479-92.1% |