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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,351 | $54,320-71.7% | $67,652-77.3% | $52,331-70.7% |
| Participation rate | 45.8% | 73.6%-27.8pp | 75.7%-29.8pp | 68.1%-22.3pp |
| Annual return | 0.23% | 6.81%-6.6pp | 6625.40%-6625.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,168 | $1,544-24.4% | $2,266-48.5% | $1,882-38.0% |
| Participant deferral / active EE | $2,021 | $2,950-31.5% | $3,560-43.2% | $3,022-33.1% |
| Admin fee / account holder | $43 | $527-91.9% | $4,821-99.1% | $592-92.8% |