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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 | Recordkeeping | $19,402 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,424 | $50,919-28.5% | $155,556-76.6% | $77,762-53.2% |
| Participation rate | 31.6% | 63.1%-31.5pp | 78.2%-46.6pp | 70.6%-39.0pp |
| Annual return | 14.00% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.3pp |
| Employer contribution / active EE | $321 | $1,991-83.9% | $4,675-93.1% | $2,728-88.2% |
| Participant deferral / active EE | $981 | $2,824-65.3% | $5,631-82.6% | $4,651-78.9% |
| Admin fee / account holder | $138 | $437-68.5% | $15,885-99.1% | $433-68.2% |