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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,405 |
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).
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 | $31,055 | $40,174-22.7% | $84,020-63.0% | $67,579-54.0% |
| Participation rate | 60.8% | 62.7%-1.9pp | 69.0%-8.2pp | 71.3%-10.5pp |
| Annual return | 28.09% | 25.82%+2.3pp | 71.31%-43.2pp | 378.56%-350.5pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,747 | $2,301+19.4% | $3,239-15.2% | $3,539-22.4% |
| Admin fee / account holder | $37 | $128-71.1% | $6,101-99.4% | $142-74.0% |