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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,457 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,828 |
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).
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 | $25,017 | $58,344-57.1% | $98,483-74.6% | $86,821-71.2% |
| Participation rate | 33.8% | 68.4%-34.6pp | 73.3%-39.5pp | 72.3%-38.5pp |
| Annual return | 13.23% | 43.47%-30.2pp | 1494.38%-1481.2pp | 97.94%-84.7pp |
| Employer contribution / active EE | $249 | $2,008-87.6% | $2,961-91.6% | $2,406-89.6% |
| Participant deferral / active EE | $1,190 | $3,156-62.3% | $4,276-72.2% | $4,132-71.2% |
| Admin fee / account holder | $111 | $138-19.7% | $5,953-98.1% | $170-34.7% |