See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.1 year Service code 15 · EIN 36-3492086 | Recordkeeping | $14,739 |
FINANCIAL RENAISSANCE2+ years Service code 17 · EIN 36-4252023 | Pension Consulting | $12,358 |
HPM PARTNERS1 year Service code 17 PO BOX 78000 · DETROIT, MI 482781724 | Pension Consulting | $12,305 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,764 | $74,552-82.9% | $62,995-79.7% | $69,631-81.7% |
| Participation rate | 39.3% | 78.3%-38.9pp | 74.8%-35.5pp | 70.7%-31.3pp |
| Annual return | 16.90% | 15.77%+1.1pp | 87.57%-70.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $584 | $2,929-80.1% | $2,759-78.8% | $2,032-71.3% |
| Participant deferral / active EE | $1,600 | $2,974-46.2% | $3,329-51.9% | $3,224-50.4% |
| Admin fee / account holder | $90 | $59+51.4% | $3,600-97.5% | $110-18.5% |