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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $37,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $4,784,553 | $64,286+7342.6% | $90,970+5159.5% | $73,412+6417.4% |
| Participation rate | 0.0% | 63.6%-63.6pp | 69.0%-69.0pp | 72.2%-72.2pp |
| Annual return | 15.74% | 21.46%-5.7pp | 134.58%-118.8pp | 59.30%-43.6pp |
| Employer contribution / active EE | $263 | $895-70.7% | $2,122-87.6% | $2,234-88.2% |
| Participant deferral / active EE | $1,528 | $2,453-37.7% | $3,373-54.7% | $3,806-59.9% |
| Admin fee / account holder | $18,750 | $287+6430.1% | $5,960+214.6% | $158+11774.9% |