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| Provider | Service type | Compensation |
|---|---|---|
HOBERMAN & LESSER, LLP8+ years Service code 16 · EIN 47-1492235 | Consulting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
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.
Annual investment return 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 a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,335 | $82,978+31.8% | $129,995-15.9% | $71,457+53.0% |
| Participation rate | 55.9% | 74.1%-18.2pp | 78.5%-22.6pp | 67.9%-12.0pp |
| Annual return | 13.30% | 20.60%-7.3pp | -137.18%+150.5pp | 28.85%-15.5pp |
| Employer contribution / active EE | $449 | $2,622-82.9% | $4,320-89.6% | $2,588-82.7% |
| Participant deferral / active EE | $3,493 | $4,432-21.2% | $5,820-40.0% | $4,289-18.6% |
| Admin fee / account holder | $98 | $1,729-94.3% | $10,614-99.1% | $1,587-93.8% |