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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $886,664 | $47,977+1748.1% | $154,111+475.3% | $56,287+1475.3% |
| Participation rate | 8.8% | 66.2%-57.4pp | 83.0%-74.3pp | 69.9%-61.1pp |
| Annual return | -5.55% | 3.54%-9.1pp | 735.18%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $5,746 | $2,169+164.9% | $5,298+8.5% | $2,111+172.2% |
| Participant deferral / active EE | $3,788 | $2,392+58.4% | $5,081-25.4% | $3,350+13.1% |
| Admin fee / account holder | $5,396 | $438+1131.3% | $13,411-59.8% | $521+935.8% |