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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $699 |
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 | $32,969 | $69,383-52.5% | $101,275-67.4% | $73,497-55.1% |
| Participation rate | 47.4% | 68.4%-21.0pp | 75.8%-28.4pp | 70.7%-23.3pp |
| Annual return | 17.51% | 18.46%-1.0pp | 46.48%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,371 | $2,628-47.8% | $3,660-62.5% | $2,270-39.6% |
| Participant deferral / active EE | $2,356 | $3,301-28.6% | $4,371-46.1% | $3,740-37.0% |
| Admin fee / account holder | $19 | $704-97.3% | $5,948-99.7% | $513-96.2% |