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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $6,326 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,012 | $53,901-62.9% | $134,162-85.1% | $73,493-72.8% |
| Participation rate | 30.3% | 62.8%-32.6pp | 72.2%-41.9pp | 70.7%-40.4pp |
| Annual return | 26.17% | 15.82%+10.3pp | 36.35%-10.2pp | 28.51%-2.3pp |
| Employer contribution / active EE | $330 | $1,458-77.4% | $3,705-91.1% | $2,270-85.5% |
| Participant deferral / active EE | $1,315 | $2,739-52.0% | $3,500-62.4% | $3,740-64.8% |
| Admin fee / account holder | $133 | $581-77.1% | $6,685-98.0% | $513-74.1% |