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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $20,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $23,813 | $65,592-63.7% | $90,161-73.6% | $69,631-65.8% |
| Participation rate | 48.4% | 77.6%-29.2pp | 76.9%-28.4pp | 70.7%-22.2pp |
| Annual return | 95.72% | 57.10%+38.6pp | 34.89%+60.8pp | 27571.02%-27475.3pp |
| Employer contribution / active EE | $1,168 | $2,193-46.7% | $3,318-64.8% | $2,032-42.5% |
| Participant deferral / active EE | $1,900 | $5,257-63.9% | $5,287-64.1% | $3,224-41.1% |
| Admin fee / account holder | $101 | $86+18.1% | $5,943-98.3% | $110-8.4% |