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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $733 |
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).
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 | $34,864 | $43,504-19.9% | $68,612-49.2% | $56,289-38.1% |
| Participation rate | 52.2% | 67.8%-15.7pp | 72.2%-20.1pp | 69.9%-17.7pp |
| Annual return | 16.21% | -3.15%+19.4pp | -4.63%+20.8pp | -9.96%+26.2pp |
| Employer contribution / active EE | $1,296 | $1,525-15.0% | $2,625-50.6% | $2,111-38.6% |
| Participant deferral / active EE | $2,850 | $2,509+13.6% | $3,311-13.9% | $3,350-14.9% |
| Admin fee / account holder | $17 | $515-96.7% | $5,131-99.7% | $521-96.7% |