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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 33-0667408 | Advisory (Participants) | $19,921 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,205 | $46,292-52.0% | $143,757-84.6% | $64,808-65.7% |
| Participation rate | 39.1% | 64.2%-25.1pp | 80.3%-41.2pp | 71.5%-32.4pp |
| Annual return | -11.29% | -10.05%-1.2pp | -0.04%-11.3pp | 32.82%-44.1pp |
| Employer contribution / active EE | $319 | $1,910-83.3% | $4,951-93.5% | $2,506-87.3% |
| Participant deferral / active EE | $3,189 | $2,646+20.5% | $5,637-43.4% | $4,310-26.0% |
| Admin fee / account holder | $154 | $154+0.2% | $14,673-99.0% | $188-18.0% |