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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $22,855 |
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).
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 | $9,814 | $37,196-73.6% | $154,108-93.6% | $55,725-82.4% |
| Participation rate | 52.3% | 64.1%-11.8pp | 83.0%-30.7pp | 70.9%-18.5pp |
| Annual return | -5.14% | 1319.68%-1324.8pp | 735.21%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $191 | $1,614-88.1% | $5,298-96.4% | $2,078-90.8% |
| Participant deferral / active EE | $962 | $2,068-53.5% | $5,081-81.1% | $3,356-71.3% |
| Admin fee / account holder | $109 | $102+7.6% | $13,411-99.2% | $115-5.1% |