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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $20,420 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,432 | $80,753-47.5% | $136,298-68.9% | $62,293-31.9% |
| Participation rate | 67.2% | 73.5%-6.4pp | 81.9%-14.7pp | 69.5%-2.3pp |
| Annual return | 21.65% | 35.83%-14.2pp | 5156.27%-5134.6pp | 28.90%-7.2pp |
| Employer contribution / active EE | $2,269 | $2,884-21.3% | $4,696-51.7% | $2,042+11.1% |
| Participant deferral / active EE | $4,788 | $5,164-7.3% | $6,247-23.4% | $3,169+51.1% |
| Admin fee / account holder | $271 | $525-48.5% | $9,244-97.1% | $479-43.5% |