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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $23,041 |
Service code 99 · EIN 04-2675571 | Other Fees | $17,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,918 | $52,961-26.5% | $172,752-77.5% | $65,185-40.3% |
| Participation rate | 60.6% | 66.2%-5.6pp | 82.6%-22.0pp | 70.2%-9.6pp |
| Annual return | 108.98% | 30.12%+78.9pp | 802.97%-694.0pp | 29.38%+79.6pp |
| Employer contribution / active EE | $1,917 | $2,190-12.5% | $5,144-62.7% | $2,177-11.9% |
| Participant deferral / active EE | $2,844 | $2,471+15.1% | $5,198-45.3% | $3,514-19.1% |
| Admin fee / account holder | $195 | $472-58.6% | $13,955-98.6% | $847-77.0% |