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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $15,206 | $31,370-51.5% | $74,577-79.6% | $63,975-76.2% |
| Participation rate | 3.7% | 42.6%-38.8pp | 68.1%-64.4pp | 71.1%-67.4pp |
| Annual return | 8.80% | -105.16%+114.0pp | 20.47%-11.7pp | 48.65%-39.8pp |
| Employer contribution / active EE | $26 | $822-96.8% | $2,525-99.0% | $2,182-98.8% |
| Participant deferral / active EE | $191 | $1,560-87.8% | $3,458-94.5% | $3,356-94.3% |
| Admin fee / account holder | $49 | $77-36.4% | $4,138-98.8% | $70-30.7% |