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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,317 |
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 | $6,843 | $36,916-81.5% | $156,551-95.6% | $57,658-88.1% |
| Participation rate | 51.7% | 63.4%-11.8pp | 84.0%-32.3pp | 70.2%-18.6pp |
| Annual return | 7.28% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,511 | $1,926-21.5% | $4,871-69.0% | $3,061-50.6% |
| Admin fee / account holder | $13 | $82-84.8% | $13,028-99.9% | $95-86.8% |