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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $19,072 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $17,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,657 | $42,548+66.1% | $74,552-5.2% | $56,287+25.5% |
| Participation rate | 44.7% | 60.5%-15.8pp | 69.1%-24.4pp | 69.9%-25.1pp |
| Annual return | -6.30% | 12.40%-18.7pp | 32.53%-38.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $990 | $855+15.8% | $1,961-49.5% | $2,111-53.1% |
| Participant deferral / active EE | $2,975 | $2,277+30.6% | $3,108-4.3% | $3,350-11.2% |
| Admin fee / account holder | $383 | $467-18.0% | $5,060-92.4% | $521-26.4% |