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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,812 |
Employer 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 | $54,799 | $73,638-25.6% | $95,960-42.9% | $73,493-25.4% |
| Participation rate | 85.6% | 76.2%+9.4pp | 77.1%+8.5pp | 70.7%+14.9pp |
| Annual return | 10.86% | 16.78%-5.9pp | 91.63%-80.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,114 | $3,617-41.5% | $4,167-49.3% | $3,740-43.5% |
| Admin fee / account holder | $370 | $482-23.2% | $6,797-94.6% | $513-27.8% |