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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,620 |
Service code 10 · EIN 81-0574082 | Accounting | $39,363 |
MILLER RUSSELL ASSOCIATES3+ years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $38,007 |
Service code 10 · EIN 27-1419737 | Accounting | $12,533 |
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,187 | $38,833-55.7% | $78,778-78.2% | $77,958-78.0% |
| Participation rate | 80.1% | 60.9%+19.2pp | 69.2%+11.0pp | 71.6%+8.5pp |
| Annual return | 15.45% | 20.31%-4.9pp | 35.62%-20.2pp | 20.87%-5.4pp |
| Employer contribution / active EE | $349 | $840-58.4% | $1,986-82.4% | $2,310-84.9% |
| Participant deferral / active EE | $1,946 | $1,776+9.6% | $2,958-34.2% | $3,537-45.0% |
| Admin fee / account holder | $160 | $89+80.2% | $5,134-96.9% | $97+64.8% |