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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,235 | $48,432-91.3% | $121,204-96.5% | $71,511-94.1% |
| Participation rate | 65.8% | 54.3%+11.5pp | 69.5%-3.7pp | 67.9%-2.1pp |
| Annual return | 13.50% | 23.28%-9.8pp | 987.18%-973.7pp | 28.86%-15.4pp |
| Employer contribution / active EE | $607 | $1,493-59.3% | $4,170-85.4% | $2,589-76.6% |
| Participant deferral / active EE | $1,077 | $2,756-60.9% | $4,083-73.6% | $4,291-74.9% |
| Admin fee / account holder | $12 | $1,845-99.3% | $5,651-99.8% | $1,588-99.2% |