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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,509 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,429 | $46,360-75.3% | $147,617-92.3% | $52,331-78.2% |
| Participation rate | 85.6% | 64.9%+20.7pp | 84.6%+1.0pp | 68.1%+17.5pp |
| Annual return | -0.07% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,052 | $2,258-53.4% | $4,895-78.5% | $3,022-65.2% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |