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| Provider | Service type | Compensation |
|---|---|---|
PURDY, DONOVAN, & BEAL, LLP1+ years Service code 10 · EIN 38-1339335 | Accounting | $18,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,165 |
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 | $52,147 | $37,039+40.8% | $147,617-64.7% | $59,188-11.9% |
| Participation rate | 40.9% | 63.8%-22.9pp | 84.6%-43.7pp | 69.4%-28.5pp |
| Annual return | 1.12% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,543 | $2,094+21.4% | $4,895-48.1% | $3,265-22.1% |
| Admin fee / account holder | $33 | $60-45.2% | $11,612-99.7% | $92-64.2% |