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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $9,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $325 |
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).
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 | $20,486 | $55,182-62.9% | $73,309-72.1% | $55,191-62.9% |
| Participation rate | 58.2% | 73.9%-15.7pp | 74.9%-16.7pp | 69.2%-10.9pp |
| Annual return | 19.49% | 8.55%+10.9pp | 5.67%+13.8pp | 10.78%+8.7pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,301 | $4,641+14.2% | $4,991+6.2% | $3,046+74.0% |
| Admin fee / account holder | $29 | $68-57.8% | $5,635-99.5% | $91-68.2% |