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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,274 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,730 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 700 TURNER INDUSTRIAL WAY, STE 110 · ASTON, PA 19114 | Contract Administrator | $5,732 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $3,799 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,761 | $88,122-71.9% | $141,191-82.5% | $67,579-63.4% |
| Participation rate | 63.6% | 76.5%-12.9pp | 82.5%-18.9pp | 71.3%-7.7pp |
| Annual return | 25.72% | 75.40%-49.7pp | 71.41%-45.7pp | 378.56%-352.8pp |
| Employer contribution / active EE | $591 | $3,224-81.7% | $4,736-87.5% | $2,148-72.5% |
| Participant deferral / active EE | $2,894 | $5,958-51.4% | $6,710-56.9% | $3,539-18.2% |
| Admin fee / account holder | $139 | $131+6.1% | $10,264-98.6% | $142-2.4% |