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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $616 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,433 | $47,977-88.7% | $154,108-96.5% | $56,289-90.3% |
| Participation rate | 61.3% | 66.2%-4.9pp | 83.0%-21.7pp | 69.9%-8.6pp |
| Annual return | -4.45% | 3.54%-8.0pp | 735.21%-739.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $232 | $2,169-89.3% | $5,298-95.6% | $2,111-89.0% |
| Participant deferral / active EE | $751 | $2,392-68.6% | $5,081-85.2% | $3,350-77.6% |
| Admin fee / account holder | $141 | $438-67.8% | $13,411-98.9% | $521-72.9% |