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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,913 | $91,474-7.2% | $135,982-37.6% | $71,529+18.7% |
| Participation rate | 54.5% | 75.7%-21.2pp | 81.9%-27.4pp | 67.9%-13.4pp |
| Annual return | 53.97% | 29.89%+24.1pp | 68.32%-14.4pp | 28.97%+25.0pp |
| Employer contribution / active EE | $693 | $3,705-81.3% | $4,859-85.7% | $2,590-73.2% |
| Participant deferral / active EE | $5,902 | $7,095-16.8% | $7,760-23.9% | $4,291+37.5% |
| Admin fee / account holder | $56 | $1,267-95.6% | $10,767-99.5% | $1,588-96.5% |