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| Provider | Service type | Compensation |
|---|---|---|
HOBERMAN & LESSER, LLP7 years Service code 16 · EIN 47-1492235 | Consulting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,019 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $102,141 | $86,655+17.9% | $119,622-14.6% | $66,938+52.6% |
| Participation rate | 58.0% | 75.6%-17.6pp | 79.3%-21.3pp | 69.8%-11.9pp |
| Annual return | -16.44% | -8.00%-8.4pp | -14.98%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $501 | $2,536-80.2% | $4,232-88.2% | $2,545-80.3% |
| Participant deferral / active EE | $3,564 | $4,358-18.2% | $5,601-36.4% | $4,238-15.9% |
| Admin fee / account holder | $85 | $755-88.7% | $10,328-99.2% | $594-85.6% |