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| Provider | Service type | Compensation |
|---|---|---|
CPA ASSOCIATES PC1 year Filed as: HW & CO. CPA Service code 10 · EIN 34-1663157 | Accounting | $8,500 |
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 | $10,715 | $36,916-71.0% | $156,551-93.2% | $57,658-81.4% |
| Participation rate | 54.1% | 63.4%-9.3pp | 84.0%-29.9pp | 70.2%-16.1pp |
| Annual return | 9.81% | 12.38%-2.6pp | 32.23%-22.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $317 | $1,571-79.8% | $5,501-94.2% | $1,974-84.0% |
| Participant deferral / active EE | $845 | $1,926-56.1% | $4,871-82.7% | $3,061-72.4% |
| Admin fee / account holder | $138 | $82+66.9% | $13,028-98.9% | $95+45.6% |