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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,873 |
Employer 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 | $12,887 | $50,464-74.5% | $75,784-83.0% | $52,331-75.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.97% | 1.03%-3.0pp | 9.68%-11.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $292 | $1,988-85.3% | $3,323-91.2% | $1,882-84.5% |
| Participant deferral / active EE | $1,886 | $2,570-26.6% | $3,652-48.4% | $3,022-37.6% |
| Admin fee / account holder | $6 | $1,103-99.4% | $5,300-99.9% | $592-98.9% |