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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $1,434 | $37,117-96.1% | $147,618-99.0% | $55,191-97.4% |
| Participation rate | 43.7% | 63.6%-19.9pp | 84.6%-40.9pp | 69.2%-25.5pp |
| Annual return | -1.18% | 3.44%-4.6pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $585 | $1,985-70.6% | $4,895-88.1% | $3,046-80.8% |
| Admin fee / account holder | $13 | $86-85.2% | $11,612-99.9% | $91-86.1% |