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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $72,867 |
Filed as: SNYDER COHN PC Service code 10 · EIN 52-1022232 | Accounting | $18,000 |
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.
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 | $24,608 | $29,516-16.6% | $77,513-68.3% | $90,274-72.7% |
| Participation rate | 21.0% | 33.7%-12.6pp | 54.2%-33.1pp | 73.4%-52.3pp |
| Annual return | 20.26% | 231.18%-210.9pp | 54.81%-34.5pp | 53.97%-33.7pp |
| Employer contribution / active EE | $0 | $381-100.0% | $987-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $686 | $944-27.3% | $1,861-63.1% | $4,231-83.8% |
| Admin fee / account holder | $48 | $106-54.7% | $2,859-98.3% | $114-58.0% |