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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Float r... | $14,678 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,985 | $71,192-66.3% | $117,861-79.6% | $62,293-61.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.00% | 18.66%-4.7pp | 335.11%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,479 | $1,934-23.5% | $3,786-60.9% | $2,042-27.6% |
| Participant deferral / active EE | $2,128 | $3,189-33.3% | $4,482-52.5% | $3,169-32.8% |
| Admin fee / account holder | $26 | $587-95.6% | $8,021-99.7% | $479-94.6% |