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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,072 | $52,639+10.3% | $185,117-68.6% | $62,293-6.8% |
| Participation rate | 53.6% | 63.9%-10.3pp | 77.3%-23.7pp | 69.5%-15.9pp |
| Annual return | 16.24% | 19.57%-3.3pp | 40.50%-24.3pp | 28.90%-12.7pp |
| Employer contribution / active EE | $943 | $1,483-36.4% | $4,182-77.5% | $2,042-53.8% |
| Participant deferral / active EE | $1,950 | $3,097-37.0% | $5,045-61.4% | $3,169-38.5% |
| Admin fee / account holder | $1 | $374-99.7% | $8,159-100.0% | $479-99.8% |