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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $37,655 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,710 | $88,122+13.2% | $141,197-29.4% | $67,582+47.5% |
| Participation rate | 18.6% | 76.5%-57.9pp | 82.5%-63.9pp | 71.3%-52.7pp |
| Annual return | 19.79% | 75.40%-55.6pp | 71.41%-51.6pp | 378.57%-358.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,798 | $5,958-69.8% | $6,710-73.2% | $3,539-49.2% |
| Admin fee / account holder | $403 | $131+208.0% | $10,265-96.1% | $142+183.3% |