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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $10,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,516 | $51,226-75.6% | $82,706-84.9% | $66,930-81.3% |
| Participation rate | 68.5% | 67.9%+0.7pp | 72.6%-4.0pp | 69.8%-1.3pp |
| Annual return | -15.20% | -9.61%-5.6pp | 701.76%-717.0pp | 1.57%-16.8pp |
| Employer contribution / active EE | $877 | $2,612-66.4% | $3,007-70.8% | $2,545-65.5% |
| Participant deferral / active EE | $1,297 | $3,460-62.5% | $4,394-70.5% | $4,238-69.4% |
| Admin fee / account holder | $119 | $416-71.3% | $5,329-97.8% | $593-79.9% |