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| Provider | Service type | Compensation |
|---|---|---|
PETERSON SULLIVAN LLP1 year Filed as: PETERSON SULLIVAN, LLP Service code 10 · EIN 91-0605875 | Accounting | $10,500 |
Service code 17 · EIN 91-1507276 | Pension Consulting | $5,405 |
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 | $22,527 | $51,466-56.2% | $78,778-71.4% | $62,293-63.8% |
| Participation rate | 69.8% | 59.8%+10.0pp | 69.2%+0.6pp | 69.5%+0.3pp |
| Annual return | 26.47% | 19.96%+6.5pp | 35.62%-9.2pp | 28.90%-2.4pp |
| Employer contribution / active EE | $1,056 | $827+27.7% | $1,986-46.8% | $2,042-48.3% |
| Participant deferral / active EE | $2,706 | $2,147+26.0% | $2,958-8.5% | $3,169-14.6% |
| Admin fee / account holder | $148 | $489-69.7% | $5,134-97.1% | $479-69.1% |