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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $9,064 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,720 | $53,901+12.7% | $134,162-54.7% | $73,493-17.4% |
| Participation rate | 21.0% | 62.8%-41.8pp | 72.2%-51.2pp | 70.7%-49.7pp |
| Annual return | 13.67% | 15.82%-2.1pp | 36.35%-22.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $201 | $1,458-86.2% | $3,705-94.6% | $2,270-91.2% |
| Participant deferral / active EE | $1,099 | $2,739-59.9% | $3,500-68.6% | $3,740-70.6% |
| Admin fee / account holder | $211 | $581-63.6% | $6,685-96.8% | $513-58.8% |