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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $314 |
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).
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 | $18,586 | $56,152-66.9% | $185,835-90.0% | $73,412-74.7% |
| Participation rate | 26.0% | 67.6%-41.6pp | 78.0%-52.1pp | 72.2%-46.2pp |
| Annual return | 91.85% | 17.59%+74.3pp | 35.96%+55.9pp | 59.30%+32.6pp |
| Employer contribution / active EE | $380 | $1,532-75.2% | $4,087-90.7% | $2,234-83.0% |
| Participant deferral / active EE | $1,370 | $3,659-62.6% | $5,633-75.7% | $3,806-64.0% |
| Admin fee / account holder | $128 | $132-2.8% | $9,502-98.6% | $158-18.7% |