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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $120 |
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,498 | $121,341-46.8% | $189,537-66.0% | $79,391-18.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 87.8%-7.8pp | 70.7%+9.3pp |
| Annual return | 14.27% | 21.08%-6.8pp | 555.34%-541.1pp | 116.88%-102.6pp |
| Employer contribution / active EE | $1,636 | $3,915-58.2% | $6,161-73.4% | $2,428-32.6% |
| Participant deferral / active EE | $3,294 | $6,395-48.5% | $8,220-59.9% | $4,046-18.6% |
| Admin fee / account holder | $1 | $651-99.8% | $12,048-100.0% | $627-99.8% |