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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,422 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,685 | $62,928-87.8% | $172,753-95.6% | $67,582-88.6% |
| Participation rate | 23.2% | 64.5%-41.3pp | 82.6%-59.5pp | 71.3%-48.1pp |
| Annual return | 30.96% | 30.36%+0.6pp | 803.00%-772.0pp | 378.57%-347.6pp |
| Employer contribution / active EE | $17 | $1,636-99.0% | $5,144-99.7% | $2,148-99.2% |
| Participant deferral / active EE | $971 | $2,145-54.7% | $5,198-81.3% | $3,539-72.6% |
| Admin fee / account holder | $84 | $167-49.7% | $13,956-99.4% | $142-41.1% |