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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $440 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,356 | $89,652-72.8% | $141,177-82.7% | $65,185-62.6% |
| Participation rate | 61.9% | 74.7%-12.8pp | 82.5%-20.5pp | 70.2%-8.3pp |
| Annual return | 54.96% | 32.79%+22.2pp | 71.40%-16.4pp | 29.38%+25.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,830 | $5,691+20.0% | $6,710+1.8% | $3,514+94.4% |
| Admin fee / account holder | $5 | $569-99.2% | $10,263-100.0% | $847-99.4% |