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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,532 |
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).
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 | $20,474 | $51,466-60.2% | $78,778-74.0% | $62,293-67.1% |
| Participation rate | 34.9% | 59.8%-24.9pp | 69.2%-34.3pp | 69.5%-34.6pp |
| Annual return | 20.54% | 19.96%+0.6pp | 35.62%-15.1pp | 28.90%-8.4pp |
| Employer contribution / active EE | $506 | $827-38.8% | $1,986-74.5% | $2,042-75.2% |
| Participant deferral / active EE | $817 | $2,147-61.9% | $2,958-72.4% | $3,169-74.2% |
| Admin fee / account holder | $92 | $489-81.2% | $5,134-98.2% | $479-80.8% |