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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $75,761 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,350 | $54,213-58.8% | $93,696-76.1% | $77,736-71.2% |
| Participation rate | 64.3% | 64.0%+0.3pp | 68.7%-4.4pp | 70.6%-6.3pp |
| Annual return | 13.52% | 30.55%-17.0pp | 133.74%-120.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $427 | $1,168-63.4% | $2,422-82.4% | $2,728-84.3% |
| Participant deferral / active EE | $1,296 | $3,145-58.8% | $4,417-70.7% | $4,651-72.1% |
| Admin fee / account holder | $118 | $575-79.5% | $8,287-98.6% | $433-72.8% |