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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $505 |
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.
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 | $36,702 | $99,957-63.3% | $149,730-75.5% | $73,493-50.1% |
| Participation rate | 67.7% | 75.7%-8.0pp | 82.5%-14.7pp | 70.7%-2.9pp |
| Annual return | 38.86% | 53.87%-15.0pp | 276.70%-237.8pp | 28.51%+10.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,356 | $6,073+37.6% | $6,843+22.1% | $3,740+123.4% |
| Admin fee / account holder | $5 | $551-99.1% | $9,310-99.9% | $513-99.1% |