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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 01-0233346 | Investment Management | $614 |
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 | $44,798 | $60,545-26.0% | $92,240-51.4% | $69,631-35.7% |
| Participation rate | 27.7% | 72.2%-44.5pp | 76.5%-48.8pp | 70.7%-43.0pp |
| Annual return | 14.91% | 19.71%-4.8pp | 176.29%-161.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $948 | $2,633-64.0% | $3,680-74.2% | $2,032-53.4% |
| Participant deferral / active EE | $1,685 | $2,828-40.4% | $3,897-56.8% | $3,224-47.7% |
| Admin fee / account holder | $20 | $145-86.2% | $5,194-99.6% | $110-81.9% |