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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $28,128 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,859 | $59,186-42.8% | $76,768-55.9% | $56,287-39.8% |
| Participation rate | 86.1% | 75.2%+10.9pp | 77.0%+9.2pp | 69.9%+16.3pp |
| Annual return | -6.46% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $433 | $1,759-75.4% | $2,485-82.6% | $2,111-79.5% |
| Participant deferral / active EE | $3,052 | $3,255-6.2% | $3,852-20.8% | $3,350-8.9% |
| Admin fee / account holder | $273 | $489-44.2% | $6,675-95.9% | $521-47.6% |