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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $53,464 |
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.
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 | $23,063 | $86,791-73.4% | $115,038-80.0% | $59,188-61.0% |
| Participation rate | 16.6% | 72.8%-56.3pp | 81.4%-64.8pp | 69.4%-52.8pp |
| Annual return | 2.66% | 4.44%-1.8pp | 26.14%-23.5pp | 5.51%-2.8pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,732 | $5,298-67.3% | $6,026-71.3% | $3,265-46.9% |
| Admin fee / account holder | $36 | $95-61.7% | $8,175-99.6% | $92-60.5% |