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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,245 | $27,330-73.5% | $67,704-89.3% | $55,191-86.9% |
| Participation rate | 56.0% | 47.5%+8.5pp | 67.5%-11.5pp | 69.2%-13.1pp |
| Annual return | -2.83% | 8.81%-11.6pp | 25.41%-28.2pp | 10.78%-13.6pp |
| Employer contribution / active EE | $658 | $855-23.1% | $2,559-74.3% | $1,899-65.4% |
| Participant deferral / active EE | $1,544 | $1,709-9.6% | $3,585-56.9% | $3,046-49.3% |
| Admin fee / account holder | $10 | $109-91.2% | $4,255-99.8% | $91-89.5% |