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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,656 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,512 | $43,423-71.2% | $78,676-84.1% | $55,167-77.3% |
| Participation rate | 82.1% | 68.0%+14.1pp | 73.6%+8.6pp | 69.0%+13.1pp |
| Annual return | 7.98% | 11.53%-3.5pp | 62.19%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,212 | $1,997-39.3% | $2,850-57.5% | $1,963-38.2% |
| Participant deferral / active EE | $1,826 | $2,509-27.2% | $3,517-48.1% | $3,054-40.2% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |