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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,853 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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).
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 | $7,769 | $32,425-76.0% | $74,577-89.6% | $55,167-85.9% |
| Participation rate | 58.8% | 54.0%+4.8pp | 68.1%-9.3pp | 69.0%-10.2pp |
| Annual return | 26.30% | 10.63%+15.7pp | 20.47%+5.8pp | 169.23%-142.9pp |
| Employer contribution / active EE | $159 | $1,043-84.8% | $2,525-93.7% | $1,963-91.9% |
| Participant deferral / active EE | $1,867 | $1,995-6.4% | $3,458-46.0% | $3,054-38.9% |
| Admin fee / account holder | $78 | $748-89.5% | $4,138-98.1% | $504-84.5% |