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| Provider | Service type | Compensation |
|---|---|---|
ERP RETIREMENT SERVICES3 years Service code 17 · EIN 20-4100804 | Pension Consulting | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,987 | $86,897-41.3% | $151,645-66.4% | $64,824-21.3% |
| Participation rate | 50.9% | 87.3%-36.3pp | 87.5%-36.6pp | 71.5%-20.5pp |
| Annual return | -19.10% | -3.57%-15.5pp | 3.34%-22.4pp | 32.84%-51.9pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,039 | $6,690-39.6% | $8,363-51.7% | $4,311-6.3% |
| Admin fee / account holder | $9 | $153-94.1% | $11,614-99.9% | $188-95.2% |