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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $11,015 |
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 | $52,589 | $80,753-34.9% | $136,298-61.4% | $62,293-15.6% |
| Participation rate | 24.8% | 73.5%-48.8pp | 81.9%-57.2pp | 69.5%-44.7pp |
| Annual return | 22.73% | 35.83%-13.1pp | 5156.27%-5133.5pp | 28.90%-6.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,199 | $5,164-38.0% | $6,247-48.8% | $3,169+0.9% |
| Admin fee / account holder | $118 | $525-77.5% | $9,244-98.7% | $479-75.3% |