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| Provider | Service type | Compensation |
|---|---|---|
ATFINANCIAL3 years Service code 13 · EIN 92-6009524 | Contract Administrator | $8,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $14,358 | $48,471-70.4% | $182,540-92.1% | $67,579-78.8% |
| Participation rate | 61.3% | 67.2%-5.9pp | 78.0%-16.7pp | 71.3%-10.0pp |
| Annual return | 24.99% | 31.08%-6.1pp | 148.58%-123.6pp | 378.56%-353.6pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,302 | $3,324-30.7% | $5,525-58.3% | $3,539-34.9% |
| Admin fee / account holder | $36 | $151-76.4% | $8,593-99.6% | $142-74.9% |