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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,268 | $45,283-88.4% | $155,789-96.6% | $52,331-89.9% |
| Participation rate | 65.8% | 62.2%+3.6pp | 76.1%-10.3pp | 68.1%-2.3pp |
| Annual return | 8.53% | 1.80%+6.7pp | 71.54%-63.0pp | 4.54%+4.0pp |
| Employer contribution / active EE | $1,046 | $1,329-21.3% | $3,839-72.8% | $1,882-44.4% |
| Participant deferral / active EE | $1,406 | $2,854-50.8% | $4,798-70.7% | $3,022-53.5% |
| Admin fee / account holder | $32 | $981-96.8% | $7,477-99.6% | $592-94.7% |