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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,858 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,594 |
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).
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 | $22,088 | $72,770-69.6% | $67,652-67.4% | $55,191-60.0% |
| Participation rate | 59.7% | 78.8%-19.1pp | 75.7%-16.0pp | 69.2%-9.5pp |
| Annual return | 0.88% | -3.26%+4.1pp | 6625.40%-6624.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $665 | $1,769-62.4% | $2,266-70.7% | $1,899-65.0% |
| Participant deferral / active EE | $1,551 | $3,408-54.5% | $3,560-56.4% | $3,046-49.1% |
| Admin fee / account holder | $36 | $79-54.3% | $4,821-99.3% | $91-60.4% |