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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,002 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,447 | $58,895-31.3% | $178,503-77.3% | $73,497-45.0% |
| Participation rate | 77.5% | 66.2%+11.3pp | 81.9%-4.4pp | 70.7%+6.8pp |
| Annual return | 14.60% | 24.86%-10.3pp | 151.12%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $332 | $2,236-85.1% | $5,011-93.4% | $2,270-85.4% |
| Participant deferral / active EE | $2,662 | $2,567+3.7% | $5,202-48.8% | $3,740-28.8% |
| Admin fee / account holder | $8 | $400-97.9% | $13,987-99.9% | $513-98.4% |