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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,864 |
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).
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 | $30,534 | $46,966-35.0% | $185,117-83.5% | $69,631-56.1% |
| Participation rate | 54.9% | 65.3%-10.4pp | 77.3%-22.4pp | 70.7%-15.8pp |
| Annual return | 28.62% | 22.36%+6.3pp | 40.50%-11.9pp | 27571.02%-27542.4pp |
| Employer contribution / active EE | $300 | $1,360-78.0% | $4,182-92.8% | $2,032-85.3% |
| Participant deferral / active EE | $3,399 | $3,017+12.7% | $5,045-32.6% | $3,224+5.4% |
| Admin fee / account holder | $52 | $94-44.3% | $8,159-99.4% | $110-52.7% |