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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,800 | $59,191-63.2% | $76,767-71.6% | $56,289-61.3% |
| Participation rate | 38.1% | 75.2%-37.1pp | 77.0%-38.9pp | 69.9%-31.8pp |
| Annual return | 10.13% | 6.62%+3.5pp | 2.43%+7.7pp | -9.96%+20.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,366 | $3,255-58.0% | $3,852-64.5% | $3,350-59.2% |
| Admin fee / account holder | $225 | $489-54.0% | $6,675-96.6% | $521-56.8% |