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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,627 |
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).
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 | $28,611 | $74,347-61.5% | $93,621-69.4% | $67,582-57.7% |
| Participation rate | 64.9% | 80.6%-15.7pp | 75.8%-11.0pp | 71.3%-6.4pp |
| Annual return | 21.03% | 28.07%-7.0pp | 32.76%-11.7pp | 378.57%-357.5pp |
| Employer contribution / active EE | $693 | $2,583-73.2% | $2,719-74.5% | $2,148-67.7% |
| Participant deferral / active EE | $2,283 | $4,060-43.8% | $4,070-43.9% | $3,539-35.5% |
| Admin fee / account holder | $3 | $123-97.9% | $7,890-100.0% | $142-98.2% |