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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $7,170 |
Participant 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).
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 | $24,759 | $72,770-66.0% | $67,652-63.4% | $55,191-55.1% |
| Participation rate | 97.5% | 78.8%+18.7pp | 75.7%+21.8pp | 69.2%+28.3pp |
| Annual return | 0.87% | -3.26%+4.1pp | 6625.04%-6624.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,108 | $1,769-37.4% | $2,266-51.1% | $1,899-41.6% |
| Participant deferral / active EE | $1,539 | $3,408-54.9% | $3,560-56.8% | $3,046-49.5% |
| Admin fee / account holder | $24 | $79-69.8% | $4,821-99.5% | $91-73.8% |