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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,865 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $310 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,774 | $63,314-78.2% | $91,004-84.9% | $62,293-77.9% |
| Participation rate | 63.1% | 73.3%-10.2pp | 75.6%-12.5pp | 69.5%-6.4pp |
| Annual return | 26.20% | 21.00%+5.2pp | 4.60%+21.6pp | 28.90%-2.7pp |
| Employer contribution / active EE | $521 | $1,807-71.2% | $2,456-78.8% | $2,042-74.5% |
| Participant deferral / active EE | $1,915 | $2,944-35.0% | $3,548-46.0% | $3,169-39.6% |
| Admin fee / account holder | $53 | $468-88.7% | $5,417-99.0% | $479-89.0% |