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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $74,640 |
Service code 10 · EIN 88-4096467 | Accounting | $14,527 |
SETAWAY LLC1 year Filed as: SETAWAY Service code 10 | Accounting | $600 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,999 | $89,093-40.5% | $102,434-48.3% | $77,736-31.8% |
| Participation rate | 48.4% | 80.9%-32.5pp | 76.5%-28.1pp | 70.6%-22.2pp |
| Annual return | 43.24% | 25.03%+18.2pp | 29.46%+13.8pp | 31.26%+12.0pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,876 | $5,147+14.2% | $5,055+16.2% | $4,651+26.3% |
| Admin fee / account holder | $235 | $236-0.4% | $9,462-97.5% | $433-45.8% |