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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $9,471 | $64,286-85.3% | $90,965-89.6% | $73,412-87.1% |
| Participation rate | 56.9% | 63.6%-6.7pp | 69.0%-12.1pp | 72.2%-15.3pp |
| Annual return | 26.08% | 21.46%+4.6pp | 134.57%-108.5pp | 59.30%-33.2pp |
| Employer contribution / active EE | $206 | $895-77.0% | $2,122-90.3% | $2,234-90.8% |
| Participant deferral / active EE | $2,086 | $2,453-14.9% | $3,373-38.1% | $3,806-45.2% |
| Admin fee / account holder | $106 | $287-62.9% | $5,960-98.2% | $158-32.6% |