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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $23,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,910 | $52,293-67.7% | $178,503-90.5% | $73,412-77.0% |
| Participation rate | 40.5% | 65.3%-24.9pp | 81.9%-41.4pp | 72.2%-31.7pp |
| Annual return | 17.40% | 34.75%-17.4pp | 151.12%-133.7pp | 59.30%-41.9pp |
| Employer contribution / active EE | $217 | $1,736-87.5% | $5,011-95.7% | $2,234-90.3% |
| Participant deferral / active EE | $874 | $2,333-62.6% | $5,202-83.2% | $3,806-77.0% |
| Admin fee / account holder | $69 | $127-45.6% | $13,987-99.5% | $158-56.1% |