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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,116 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,407 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $111 |
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.
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 | $19,862 | $54,237-63.4% | $90,324-78.0% | $67,582-70.6% |
| Participation rate | 31.5% | 68.6%-37.1pp | 73.3%-41.8pp | 71.3%-39.8pp |
| Annual return | 20.09% | 37.27%-17.2pp | 78.15%-58.1pp | 378.57%-358.5pp |
| Employer contribution / active EE | $178 | $1,846-90.4% | $2,856-93.8% | $2,148-91.7% |
| Participant deferral / active EE | $806 | $2,625-69.3% | $3,885-79.2% | $3,539-77.2% |
| Admin fee / account holder | $70 | $123-43.6% | $5,356-98.7% | $142-51.1% |