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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,850 | $91,439-65.2% | $135,974-76.6% | $71,511-55.5% |
| Participation rate | 44.0% | 75.7%-31.6pp | 81.9%-37.9pp | 67.9%-23.9pp |
| Annual return | 20.45% | 29.90%-9.5pp | 68.30%-47.9pp | 28.86%-8.4pp |
| Employer contribution / active EE | $1,331 | $3,705-64.1% | $4,859-72.6% | $2,589-48.6% |
| Participant deferral / active EE | $1,915 | $7,093-73.0% | $7,760-75.3% | $4,291-55.4% |
| Admin fee / account holder | $107 | $1,267-91.5% | $10,767-99.0% | $1,588-93.3% |