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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 | Recordkeeping | $11,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,700 | $51,466-40.3% | $78,778-61.0% | $62,293-50.7% |
| Participation rate | 35.5% | 59.8%-24.3pp | 69.2%-33.7pp | 69.5%-34.1pp |
| Annual return | 14.89% | 19.96%-5.1pp | 35.62%-20.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $231 | $827-72.0% | $1,986-88.4% | $2,042-88.7% |
| Participant deferral / active EE | $549 | $2,147-74.4% | $2,958-81.4% | $3,169-82.7% |
| Admin fee / account holder | $264 | $489-46.0% | $5,134-94.9% | $479-44.9% |