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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,896 |
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.
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 | $43,629 | $61,166-28.7% | $185,849-76.5% | $79,391-45.0% |
| Participation rate | 76.5% | 66.6%+9.9pp | 81.7%-5.2pp | 70.7%+5.8pp |
| Annual return | 11.58% | 19.45%-7.9pp | 122.10%-110.5pp | 116.88%-105.3pp |
| Employer contribution / active EE | $161 | $2,321-93.1% | $5,169-96.9% | $2,428-93.4% |
| Participant deferral / active EE | $2,701 | $2,789-3.1% | $5,569-51.5% | $4,046-33.2% |
| Admin fee / account holder | $8 | $710-98.8% | $16,244-99.9% | $627-98.7% |