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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $10,135 | $47,977-78.9% | $154,111-93.4% | $56,287-82.0% |
| Participation rate | 41.0% | 66.2%-25.1pp | 83.0%-42.0pp | 69.9%-28.8pp |
| Annual return | 13.22% | 3.54%+9.7pp | 735.18%-722.0pp | -9.96%+23.2pp |
| Employer contribution / active EE | $567 | $2,169-73.8% | $5,298-89.3% | $2,111-73.1% |
| Participant deferral / active EE | $1,895 | $2,392-20.8% | $5,081-62.7% | $3,350-43.4% |
| Admin fee / account holder | $86 | $438-80.5% | $13,411-99.4% | $521-83.6% |