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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 20-4319325 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,063 | $93,182+18.1% | $146,685-25.0% | $79,393+38.6% |
| Participation rate | 68.9% | 76.4%-7.6pp | 80.1%-11.2pp | 70.7%-1.9pp |
| Annual return | 11.25% | 21.61%-10.4pp | 22.75%-11.5pp | 116.87%-105.6pp |
| Employer contribution / active EE | $3,323 | $2,420+37.3% | $4,137-19.7% | $2,428+36.9% |
| Participant deferral / active EE | $3,750 | $4,169-10.1% | $5,507-31.9% | $4,046-7.3% |
| Admin fee / account holder | $356 | $585-39.2% | $10,281-96.5% | $627-43.2% |