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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $17,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,364 | $50,150-89.3% | $149,723-96.4% | $80,169-93.3% |
| Participation rate | 30.6% | 64.3%-33.7pp | 78.8%-48.2pp | 72.9%-42.4pp |
| Annual return | 15.81% | 29.80%-14.0pp | 134.50%-118.7pp | 40.39%-24.6pp |
| Employer contribution / active EE | $204 | $1,868-89.1% | $4,821-95.8% | $2,978-93.2% |
| Participant deferral / active EE | $527 | $3,195-83.5% | $5,682-90.7% | $5,016-89.5% |
| Admin fee / account holder | $62 | $153-59.4% | $13,215-99.5% | $145-57.2% |