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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,538 | $55,449-64.8% | $83,831-76.7% | $56,289-65.3% |
| Participation rate | 43.2% | 68.0%-24.9pp | 76.1%-33.0pp | 69.9%-26.7pp |
| Annual return | -4.01% | -1.38%-2.6pp | 850.99%-855.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,035 | $2,430-57.4% | $3,631-71.5% | $2,111-51.0% |
| Participant deferral / active EE | $1,723 | $2,935-41.3% | $4,082-57.8% | $3,350-48.6% |
| Admin fee / account holder | $27 | $656-95.9% | $5,479-99.5% | $521-94.8% |