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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,589 |
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).
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 | $6,809 | $65,092-89.5% | $143,799-95.3% | $66,938-89.8% |
| Participation rate | 77.9% | 65.2%+12.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | 17.18% | -11.14%+28.3pp | -0.04%+17.2pp | 1.58%+15.6pp |
| Employer contribution / active EE | $1,133 | $2,362-52.0% | $4,952-77.1% | $2,545-55.5% |
| Participant deferral / active EE | $3,493 | $2,920+19.6% | $5,638-38.1% | $4,238-17.6% |
| Admin fee / account holder | $20 | $502-96.0% | $14,677-99.9% | $594-96.6% |