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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 | Advisory (Participants) | $0 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES (INC) USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,934 | $77,677-76.9% | $109,173-83.6% | $79,391-77.4% |
| Participation rate | 57.2% | 67.8%-10.6pp | 75.9%-18.6pp | 70.7%-13.5pp |
| Annual return | 13.06% | 23.44%-10.4pp | 25.75%-12.7pp | 116.88%-103.8pp |
| Employer contribution / active EE | $1,324 | $2,798-52.7% | $3,723-64.4% | $2,428-45.5% |
| Participant deferral / active EE | $1,796 | $3,517-48.9% | $4,654-61.4% | $4,046-55.6% |
| Admin fee / account holder | $222 | $732-69.8% | $6,755-96.7% | $627-64.6% |