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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $398 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,300 | $52,961-48.5% | $172,755-84.2% | $65,185-58.1% |
| Participation rate | 45.7% | 66.2%-20.5pp | 82.6%-36.9pp | 70.2%-24.5pp |
| Annual return | 19.47% | 30.12%-10.7pp | 802.94%-783.5pp | 29.38%-9.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,502 | $2,471-39.2% | $5,198-71.1% | $3,514-57.2% |
| Admin fee / account holder | $13 | $472-97.2% | $13,955-99.9% | $847-98.4% |