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| Provider | Service type | Compensation |
|---|---|---|
RJA 338 FEE1 year Filed as: RJA 338 Service code 26 · EIN 59-1237041 | Advisory (Participants) | $4,201 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,689 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,421 | $61,356-73.2% | $149,696-89.0% | $71,511-77.0% |
| Participation rate | 45.0% | 62.5%-17.5pp | 78.8%-33.8pp | 67.9%-22.9pp |
| Annual return | 28.13% | 35.86%-7.7pp | 134.46%-106.3pp | 28.86%-0.7pp |
| Employer contribution / active EE | $229 | $2,382-90.4% | $4,821-95.3% | $2,589-91.2% |
| Participant deferral / active EE | $1,194 | $2,920-59.1% | $5,682-79.0% | $4,291-72.2% |
| Admin fee / account holder | $275 | $1,263-78.2% | $13,212-97.9% | $1,588-82.7% |