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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,037 |
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).
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 | $20,254 | $89,739-77.4% | $149,721-86.5% | $62,293-67.5% |
| Participation rate | 54.5% | 85.1%-30.6pp | 87.1%-32.6pp | 69.5%-15.0pp |
| Annual return | 34.67% | 21.01%+13.7pp | 1501.67%-1467.0pp | 28.90%+5.8pp |
| Employer contribution / active EE | $848 | $3,233-73.8% | $5,444-84.4% | $2,042-58.5% |
| Participant deferral / active EE | $3,699 | $4,797-22.9% | $6,568-43.7% | $3,169+16.7% |
| Admin fee / account holder | $102 | $551-81.6% | $11,282-99.1% | $479-78.8% |