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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $800 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,029 | $86,655-80.3% | $119,622-85.8% | $66,938-74.6% |
| Participation rate | 84.0% | 75.6%+8.4pp | 79.3%+4.7pp | 69.8%+14.1pp |
| Annual return | -14.38% | -8.00%-6.4pp | -14.98%+0.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,631 | $2,536-35.7% | $4,232-61.5% | $2,545-35.9% |
| Participant deferral / active EE | $2,810 | $4,358-35.5% | $5,601-49.8% | $4,238-33.7% |
| Admin fee / account holder | $12 | $755-98.5% | $10,328-99.9% | $594-98.1% |