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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,491 |
Filed as: SFG RETIREMENT PLAN CONSULTING Service code 99 · EIN 46-4984194 | Other Fees | $8,675 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,883 | $65,041+29.0% | $90,965-7.8% | $79,858+5.0% |
| Participation rate | 49.3% | 61.6%-12.3pp | 69.0%-19.7pp | 69.6%-20.4pp |
| Annual return | 5.98% | 30.45%-24.5pp | 134.57%-128.6pp | 31.72%-25.7pp |
| Employer contribution / active EE | $172 | $1,247-86.2% | $2,122-91.9% | $2,471-93.1% |
| Participant deferral / active EE | $1,720 | $2,512-31.5% | $3,373-49.0% | $3,740-54.0% |
| Admin fee / account holder | $287 | $4,536-93.7% | $5,960-95.2% | $5,306-94.6% |