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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $20,003 | $63,924-68.7% | $108,582-81.6% | $55,167-63.7% |
| Participation rate | 62.7% | 74.3%-11.7pp | 79.6%-16.9pp | 69.0%-6.3pp |
| Annual return | 8.35% | 15.31%-7.0pp | -51.70%+60.1pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,760 | $1,879-6.3% | $3,758-53.2% | $1,963-10.3% |
| Participant deferral / active EE | $2,476 | $3,067-19.3% | $4,311-42.6% | $3,054-18.9% |
| Admin fee / account holder | $12 | $618-98.1% | $7,645-99.8% | $504-97.6% |