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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $16,236 |
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).
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 | $23,131 | $88,186-73.8% | $165,071-86.0% | $74,459-68.9% |
| Participation rate | 68.0% | 73.1%-5.1pp | 78.6%-10.6pp | 67.2%+0.8pp |
| Annual return | 13.12% | 17.13%-4.0pp | 70.17%-57.1pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $643 | $2,600-75.3% | $4,347-85.2% | $2,626-75.5% |
| Participant deferral / active EE | $2,555 | $4,505-43.3% | $6,035-57.7% | $4,350-41.3% |
| Admin fee / account holder | $64 | $2,234-97.1% | $12,695-99.5% | $1,945-96.7% |