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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $21,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,897 | $30,599+7.5% | $74,577-55.9% | $57,658-42.9% |
| Participation rate | 29.8% | 49.1%-19.3pp | 68.1%-38.3pp | 70.2%-40.4pp |
| Annual return | 29.06% | 14.24%+14.8pp | 20.47%+8.6pp | 5.13%+23.9pp |
| Employer contribution / active EE | $444 | $1,000-55.5% | $2,525-82.4% | $1,974-77.5% |
| Participant deferral / active EE | $1,509 | $1,805-16.4% | $3,458-56.4% | $3,061-50.7% |
| Admin fee / account holder | $200 | $98+104.2% | $4,138-95.2% | $95+111.7% |