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| Provider | Service type | Compensation |
|---|---|---|
FRANK RIMERMAN & CO LLP1+ years Filed as: FRANK, RIMERMAN &CO., LLP Service code 10 · EIN 94-1341042 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,170 | $34,492-53.1% | $80,004-79.8% | $55,191-70.7% |
| Participation rate | 36.5% | 62.9%-26.3pp | 73.0%-36.5pp | 69.2%-32.6pp |
| Annual return | 5.54% | 3.50%+2.0pp | 7.63%-2.1pp | 10.78%-5.2pp |
| Employer contribution / active EE | $152 | $1,043-85.4% | $2,473-93.9% | $1,899-92.0% |
| Participant deferral / active EE | $2,492 | $2,104+18.5% | $3,204-22.2% | $3,046-18.2% |
| Admin fee / account holder | $78 | $69+12.6% | $5,033-98.4% | $91-14.0% |