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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $8,927 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,849 | $58,264-79.7% | $86,617-86.3% | $71,495-83.4% |
| Participation rate | 80.3% | 65.0%+15.3pp | 71.7%+8.6pp | 67.9%+12.4pp |
| Annual return | 13.24% | 21.63%-8.4pp | 591.91%-578.7pp | 28.85%-15.6pp |
| Employer contribution / active EE | $880 | $2,574-65.8% | $3,023-70.9% | $2,589-66.0% |
| Participant deferral / active EE | $1,411 | $3,436-58.9% | $4,437-68.2% | $4,291-67.1% |
| Admin fee / account holder | $77 | $1,057-92.7% | $5,613-98.6% | $1,588-95.1% |