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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,356 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,481 | $46,732-41.2% | $156,552-82.4% | $55,167-50.2% |
| Participation rate | 51.1% | 65.8%-14.7pp | 84.0%-32.9pp | 69.0%-17.9pp |
| Annual return | 4.23% | 17.72%-13.5pp | 32.23%-28.0pp | 169.23%-165.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $976 | $2,204-55.7% | $4,871-80.0% | $3,054-68.0% |
| Admin fee / account holder | $66 | $418-84.3% | $13,028-99.5% | $504-87.0% |