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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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).
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 | $24,896 | $73,404-66.1% | $87,104-71.4% | $67,579-63.2% |
| Participation rate | 66.2% | 80.9%-14.7pp | 76.9%-10.7pp | 71.3%-5.1pp |
| Annual return | 73.71% | 48.29%+25.4pp | 28.19%+45.5pp | 378.56%-304.8pp |
| Employer contribution / active EE | $507 | $2,014-74.8% | $2,521-79.9% | $2,148-76.4% |
| Participant deferral / active EE | $2,045 | $3,913-47.7% | $4,048-49.5% | $3,539-42.2% |
| Admin fee / account holder | $48 | $142-65.8% | $7,491-99.4% | $142-66.0% |