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| Provider | Service type | Compensation |
|---|---|---|
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $15,750 |
MINNESOTA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $6,786 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,495 | $91,474-22.9% | $135,982-48.2% | $71,529-1.4% |
| Participation rate | 34.6% | 75.7%-41.1pp | 81.9%-47.3pp | 67.9%-33.3pp |
| Annual return | 16.95% | 29.89%-12.9pp | 68.32%-51.4pp | 28.97%-12.0pp |
| Employer contribution / active EE | $4,864 | $3,705+31.3% | $4,859+0.1% | $2,590+87.8% |
| Participant deferral / active EE | $1,905 | $7,095-73.1% | $7,760-75.4% | $4,291-55.6% |
| Admin fee / account holder | $193 | $1,267-84.8% | $10,767-98.2% | $1,588-87.9% |