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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,976 | $51,466+14.6% | $78,778-25.1% | $62,293-5.3% |
| Participation rate | 50.8% | 59.8%-9.0pp | 69.2%-18.4pp | 69.5%-18.7pp |
| Annual return | 19.00% | 19.96%-1.0pp | 35.62%-16.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $758 | $827-8.4% | $1,986-61.8% | $2,042-62.9% |
| Participant deferral / active EE | $2,482 | $2,147+15.6% | $2,958-16.1% | $3,169-21.7% |
| Admin fee / account holder | $126 | $489-74.3% | $5,134-97.5% | $479-73.7% |