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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $624 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,235 | $36,767-34.1% | $81,473-70.3% | $62,293-61.1% |
| Participation rate | 58.6% | 54.4%+4.1pp | 68.0%-9.4pp | 69.5%-11.0pp |
| Annual return | 13.54% | 173.80%-160.3pp | 38.78%-25.2pp | 28.90%-15.4pp |
| Employer contribution / active EE | $136 | $1,128-87.9% | $2,568-94.7% | $2,042-93.3% |
| Participant deferral / active EE | $757 | $2,111-64.1% | $3,537-78.6% | $3,169-76.1% |
| Admin fee / account holder | $12 | $797-98.5% | $4,561-99.7% | $479-97.5% |