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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $7,475 | $46,360-83.9% | $147,617-94.9% | $52,331-85.7% |
| Participation rate | 27.6% | 64.9%-37.4pp | 84.6%-57.1pp | 68.1%-40.5pp |
| Annual return | 0.16% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $947 | $2,258-58.0% | $4,895-80.6% | $3,022-68.7% |
| Admin fee / account holder | $110 | $766-85.6% | $11,612-99.0% | $592-81.3% |