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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,460 |
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 | $11,139 | $65,376-83.0% | $87,104-87.2% | $65,185-82.9% |
| Participation rate | 92.0% | 75.3%+16.6pp | 76.9%+15.1pp | 70.2%+21.8pp |
| Annual return | 21.85% | 31.27%-9.4pp | 28.19%-6.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $2,975 | $1,822+63.2% | $2,521+18.0% | $2,177+36.7% |
| Participant deferral / active EE | $3,700 | $3,388+9.2% | $4,048-8.6% | $3,514+5.3% |
| Admin fee / account holder | $96 | $520-81.5% | $7,491-98.7% | $847-88.6% |