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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $37,888 |
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).
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 | $39,994 | $93,010-57.0% | $96,538-58.6% | $74,473-46.3% |
| Participation rate | 41.5% | 71.6%-30.1pp | 74.3%-32.9pp | 70.7%-29.3pp |
| Annual return | 24.68% | 37.50%-12.8pp | 35.74%-11.1pp | 34.36%-9.7pp |
| Employer contribution / active EE | $662 | $3,427-80.7% | $3,740-82.3% | $2,638-74.9% |
| Participant deferral / active EE | $1,784 | $3,971-55.1% | $4,880-63.5% | $4,530-60.6% |
| Admin fee / account holder | $153 | $633-75.8% | $6,737-97.7% | $347-55.8% |