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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,070 | $89,652-84.3% | $141,177-90.0% | $65,185-78.4% |
| Participation rate | 31.1% | 74.7%-43.6pp | 82.5%-51.4pp | 70.2%-39.1pp |
| Annual return | 102.80% | 32.79%+70.0pp | 71.40%+31.4pp | 29.38%+73.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,132 | $5,691-62.5% | $6,710-68.2% | $3,514-39.3% |
| Admin fee / account holder | $121 | $569-78.7% | $10,263-98.8% | $847-85.7% |