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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,294 |
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).
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 | $8,162 | $31,388-74.0% | $73,550-88.9% | $62,293-86.9% |
| Participation rate | 61.5% | 39.9%+21.7pp | 54.9%+6.6pp | 69.5%-8.0pp |
| Annual return | 19.80% | 25.34%-5.5pp | -15.16%+35.0pp | 28.90%-9.1pp |
| Employer contribution / active EE | $601 | $498+20.7% | $1,219-50.7% | $2,042-70.6% |
| Participant deferral / active EE | $1,563 | $1,028+52.0% | $1,804-13.4% | $3,169-50.7% |
| Admin fee / account holder | $37 | $299-87.7% | $2,320-98.4% | $479-92.3% |