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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $27,230 |
Service code 37 · EIN 35-0145825 | Loan Processing | $6,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,660 | $55,453-42.9% | $170,442-81.4% | $62,292-49.2% |
| Participation rate | 30.7% | 66.4%-35.6pp | 83.6%-52.9pp | 69.5%-38.8pp |
| Annual return | 9.88% | 21.38%-11.5pp | 205.93%-196.1pp | 28.90%-19.0pp |
| Employer contribution / active EE | $381 | $2,164-82.4% | $5,433-93.0% | $2,042-81.3% |
| Participant deferral / active EE | $1,040 | $2,303-54.9% | $4,939-79.0% | $3,169-67.2% |
| Admin fee / account holder | $500 | $455+9.8% | $13,880-96.4% | $479+4.3% |