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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $34,491 |
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.
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 | $27,173 | $53,344-49.1% | $121,204-77.6% | $74,460-63.5% |
| Participation rate | 39.2% | 60.0%-20.8pp | 69.5%-30.3pp | 70.7%-31.5pp |
| Annual return | 19.46% | 35.15%-15.7pp | 987.18%-967.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $628 | $1,898-66.9% | $4,170-84.9% | $2,638-76.2% |
| Participant deferral / active EE | $765 | $3,220-76.2% | $4,083-81.3% | $4,530-83.1% |
| Admin fee / account holder | $121 | $382-68.3% | $5,651-97.9% | $348-65.2% |