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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $173 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,787 | $46,697-85.5% | $117,533-94.2% | $68,486-90.1% |
| Participation rate | 54.2% | 56.8%-2.6pp | 70.6%-16.4pp | 67.9%-13.7pp |
| Annual return | -15.02% | -14.52%-0.5pp | 29.77%-44.8pp | -7.85%-7.2pp |
| Employer contribution / active EE | $545 | $1,506-63.8% | $4,179-87.0% | $2,597-79.0% |
| Participant deferral / active EE | $1,053 | $2,637-60.1% | $4,072-74.1% | $4,028-73.8% |
| Admin fee / account holder | $17 | $4,023-99.6% | $5,647-99.7% | $5,404-99.7% |