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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $46,753 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,843 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,527 |
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,561 | $45,000+19.0% | $143,797-62.8% | $77,906-31.2% |
| Participation rate | 30.8% | 66.8%-36.0pp | 80.3%-49.5pp | 73.7%-42.9pp |
| Annual return | -15.35% | 29.03%-44.4pp | -0.04%-15.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $171 | $1,870-90.9% | $4,952-96.6% | $2,846-94.0% |
| Participant deferral / active EE | $1,624 | $3,157-48.6% | $5,638-71.2% | $4,805-66.2% |
| Admin fee / account holder | $154 | $98+56.2% | $14,679-99.0% | $133+16.0% |