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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,431 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,179 | $44,764-81.7% | $68,803-88.1% | $64,824-87.4% |
| Participation rate | 20.5% | 64.8%-44.3pp | 69.0%-48.6pp | 71.5%-51.0pp |
| Annual return | -5.86% | -10.91%+5.0pp | -6.37%+0.5pp | 32.84%-38.7pp |
| Employer contribution / active EE | $429 | $1,775-75.8% | $2,656-83.8% | $2,507-82.9% |
| Participant deferral / active EE | $742 | $3,238-77.1% | $3,942-81.2% | $4,311-82.8% |
| Admin fee / account holder | $142 | $151-6.4% | $4,936-97.1% | $188-24.6% |