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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,258 |
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).
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 | $5,234 | $37,117-85.9% | $147,617-96.5% | $55,191-90.5% |
| Participation rate | 58.7% | 63.6%-4.9pp | 84.6%-25.9pp | 69.2%-10.5pp |
| Annual return | 0.27% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,915 | $1,985-3.5% | $4,895-60.9% | $3,046-37.1% |
| Admin fee / account holder | $22 | $86-74.6% | $11,612-99.8% | $91-76.1% |