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| Provider | Service type | Compensation |
|---|---|---|
PURDY, DONOVAN, & BEAL, LLP6+ years Service code 10 · EIN 38-1339335 | Accounting | $41,900 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,428 |
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 | $65,311 | $56,095+16.4% | $178,503-63.4% | $90,274-27.7% |
| Participation rate | 51.9% | 65.6%-13.7pp | 81.9%-30.1pp | 73.4%-21.5pp |
| Annual return | 11.52% | 28.81%-17.3pp | 151.12%-139.6pp | 53.97%-42.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,571 | $2,669-3.6% | $5,202-50.6% | $4,231-39.2% |
| Admin fee / account holder | $44 | $101-56.7% | $13,987-99.7% | $114-61.8% |