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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,192 |
INCENTIVE BENEFITS, INC.2+ years Service code 15 · EIN 95-4395222 | Recordkeeping | $100 |
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).
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 | $3,500 | $64,909-94.6% | $82,312-95.7% | $62,293-94.4% |
| Participation rate | 94.4% | 74.9%+19.5pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 64.13% | 21.18%+42.9pp | 25.88%+38.3pp | 28.90%+35.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,436 | $3,103-21.5% | $3,706-34.3% | $3,169-23.1% |
| Admin fee / account holder | $14 | $440-96.7% | $5,608-99.7% | $479-97.0% |