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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,276 | $106,230-66.8% | $147,080-76.0% | $77,736-54.6% |
| Participation rate | 89.7% | 78.4%+11.3pp | 82.2%+7.5pp | 70.6%+19.1pp |
| Annual return | 16.26% | 56.91%-40.6pp | 420.17%-403.9pp | 31.26%-15.0pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $9,935 | $8,001+24.2% | $8,066+23.2% | $4,651+113.6% |
| Admin fee / account holder | $4 | $338-98.8% | $12,989-100.0% | $433-99.1% |