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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 46-2390929 | Advisory (Participants) | $9,883 |
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,905 | $121,341-82.8% | $189,537-89.0% | $79,391-73.7% |
| Participation rate | 91.4% | 86.1%+5.3pp | 87.8%+3.6pp | 70.7%+20.7pp |
| Annual return | 15.33% | 21.08%-5.8pp | 555.34%-540.0pp | 116.88%-101.6pp |
| Employer contribution / active EE | $1,615 | $3,915-58.8% | $6,161-73.8% | $2,428-33.5% |
| Participant deferral / active EE | $3,569 | $6,395-44.2% | $8,220-56.6% | $4,046-11.8% |
| Admin fee / account holder | $192 | $651-70.5% | $12,048-98.4% | $627-69.3% |