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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,104 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $14,458 | $74,089-80.5% | $133,975-89.2% | $55,167-73.8% |
| Participation rate | 48.0% | 84.3%-36.3pp | 87.1%-39.1pp | 69.0%-21.0pp |
| Annual return | 23.21% | 12.11%+11.1pp | 29.29%-6.1pp | 169.23%-146.0pp |
| Employer contribution / active EE | $655 | $3,064-78.6% | $5,211-87.4% | $1,963-66.6% |
| Participant deferral / active EE | $2,798 | $4,678-40.2% | $6,282-55.5% | $3,054-8.4% |
| Admin fee / account holder | $95 | $458-79.2% | $9,324-99.0% | $504-81.1% |