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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 48-0890241 | Accounting | $19,202 |
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.)
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,700 | $80,763+3.6% | $102,412-18.3% | $74,459+12.4% |
| Participation rate | 54.4% | 65.7%-11.3pp | 74.5%-20.1pp | 67.2%-12.9pp |
| Annual return | 10.38% | 27.57%-17.2pp | 24.94%-14.6pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $1,321 | $3,160-58.2% | $3,870-65.9% | $2,626-49.7% |
| Participant deferral / active EE | $3,587 | $3,862-7.1% | $5,060-29.1% | $4,350-17.5% |
| Admin fee / account holder | $759 | $2,371-68.0% | $8,388-91.0% | $1,945-61.0% |