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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $605 |
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.
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).
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 | $5,077 | $46,173-89.0% | $170,435-97.0% | $69,631-92.7% |
| Participation rate | 22.0% | 63.9%-41.9pp | 83.6%-61.6pp | 70.7%-48.7pp |
| Annual return | 44.10% | 21.62%+22.5pp | 205.94%-161.8pp | 27571.02%-27526.9pp |
| Employer contribution / active EE | $326 | $1,610-79.8% | $5,432-94.0% | $2,032-84.0% |
| Participant deferral / active EE | $466 | $2,080-77.6% | $4,939-90.6% | $3,224-85.5% |
| Admin fee / account holder | $37 | $116-67.9% | $13,881-99.7% | $110-66.3% |