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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,499 | $58,888-82.2% | $178,499-94.1% | $73,493-85.7% |
| Participation rate | 20.5% | 66.2%-45.7pp | 81.9%-61.4pp | 70.7%-50.1pp |
| Annual return | 13.01% | 24.86%-11.9pp | 151.10%-138.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $416 | $2,236-81.4% | $5,011-91.7% | $2,270-81.7% |
| Participant deferral / active EE | $784 | $2,568-69.5% | $5,202-84.9% | $3,740-79.0% |
| Admin fee / account holder | $96 | $400-75.9% | $13,986-99.3% | $513-81.2% |