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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,920 |
ACTUARIAL BENEFITS CORP8 years Filed as: ACTUARIAL BENEFITS CORP. Service code 15 · EIN 20-1054428 | Recordkeeping | $10,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,289 | $53,165-3.5% | $86,216-40.5% | $74,460-31.1% |
| Participation rate | 27.7% | 64.9%-37.2pp | 69.0%-41.3pp | 70.7%-43.1pp |
| Annual return | 13.50% | 22.64%-9.1pp | 1169.42%-1155.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $353 | $1,210-70.8% | $2,382-85.2% | $2,638-86.6% |
| Participant deferral / active EE | $2,437 | $3,234-24.6% | $3,986-38.9% | $4,530-46.2% |
| Admin fee / account holder | $99 | $551-82.1% | $6,853-98.6% | $348-71.6% |