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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,215 |
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).
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 | $7,216 | $52,961-86.4% | $172,752-95.8% | $65,185-88.9% |
| Participation rate | 58.2% | 66.2%-8.0pp | 82.6%-24.4pp | 70.2%-12.0pp |
| Annual return | 17.43% | 30.12%-12.7pp | 802.97%-785.5pp | 29.38%-11.9pp |
| Employer contribution / active EE | $252 | $2,190-88.5% | $5,144-95.1% | $2,177-88.4% |
| Participant deferral / active EE | $898 | $2,471-63.7% | $5,198-82.7% | $3,514-74.4% |
| Admin fee / account holder | $154 | $472-67.3% | $13,955-98.9% | $847-81.8% |