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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN MOYNIHAN Service code 26 · EIN 43-1575390 | Advisory (Participants) | $8,128 |
PISTL SERVICE CORPORATION2 years Service code 14 · EIN 43-1565836 | Plan Administrator | $6,414 |
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 | $16,531 | $70,917-76.7% | $98,920-83.3% | $73,497-77.5% |
| Participation rate | 34.3% | 73.8%-39.5pp | 76.0%-41.7pp | 70.7%-36.4pp |
| Annual return | 19.12% | 34.18%-15.1pp | 196.47%-177.3pp | 28.51%-9.4pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,099 | $3,501-68.6% | $4,245-74.1% | $3,740-70.6% |
| Admin fee / account holder | $162 | $535-69.8% | $6,643-97.6% | $513-68.5% |