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| Provider | Service type | Compensation |
|---|---|---|
PURDY, DONOVAN, & BEAL, LLP2+ years Service code 10 · EIN 38-1339335 | Accounting | $20,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,311 |
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 | $48,400 | $37,213+30.1% | $156,551-69.1% | $63,975-24.3% |
| Participation rate | 57.0% | 65.0%-8.0pp | 84.0%-27.0pp | 71.1%-14.1pp |
| Annual return | 15.71% | 47.89%-32.2pp | 32.23%-16.5pp | 48.65%-32.9pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,957 | $2,070+42.9% | $4,871-39.3% | $3,356-11.9% |
| Admin fee / account holder | $28 | $56-50.2% | $13,028-99.8% | $70-60.2% |