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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $6,003 | $26,805-77.6% | $59,496-89.9% | $52,331-88.5% |
| Participation rate | 57.6% | 39.3%+18.3pp | 54.6%+3.1pp | 68.1%-10.5pp |
| Annual return | -2.06% | 2.61%-4.7pp | 182.05%-184.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $445 | $916-51.5% | $1,829-75.7% | $3,022-85.3% |
| Admin fee / account holder | $53 | $305-82.5% | $2,232-97.6% | $592-91.0% |