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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $761 |
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).
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 | $9,063 | $73,102-87.6% | $123,553-92.7% | $56,289-83.9% |
| Participation rate | 83.6% | 74.3%+9.3pp | 82.3%+1.3pp | 69.9%+13.7pp |
| Annual return | -6.07% | 3.01%-9.1pp | 119.21%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,143 | $2,977-61.6% | $4,628-75.3% | $2,111-45.9% |
| Participant deferral / active EE | $2,951 | $5,423-45.6% | $6,426-54.1% | $3,350-11.9% |
| Admin fee / account holder | $179 | $554-67.6% | $9,284-98.1% | $521-65.6% |