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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,886 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,365 |
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.
Annual investment return 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 | $19,629 | $47,766-58.9% | $82,763-76.3% | $64,824-69.7% |
| Participation rate | 39.2% | 67.7%-28.5pp | 72.6%-33.3pp | 71.5%-32.3pp |
| Annual return | -18.57% | -13.06%-5.5pp | 702.45%-721.0pp | 32.84%-51.4pp |
| Employer contribution / active EE | $334 | $2,182-84.7% | $3,008-88.9% | $2,507-86.7% |
| Participant deferral / active EE | $1,458 | $3,332-56.2% | $4,395-66.8% | $4,311-66.2% |
| Admin fee / account holder | $98 | $143-31.4% | $5,325-98.2% | $188-47.8% |