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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,835 | $62,928-24.0% | $172,752-72.3% | $67,579-29.2% |
| Participation rate | 29.9% | 64.5%-34.6pp | 82.6%-52.8pp | 71.3%-41.4pp |
| Annual return | 42.09% | 30.36%+11.7pp | 802.97%-760.9pp | 378.56%-336.5pp |
| Employer contribution / active EE | $851 | $1,636-48.0% | $5,144-83.4% | $2,148-60.4% |
| Participant deferral / active EE | $1,730 | $2,145-19.4% | $5,198-66.7% | $3,539-51.1% |
| Admin fee / account holder | $452 | $167+171.3% | $13,955-96.8% | $142+217.8% |