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| Provider | Service type | Compensation |
|---|---|---|
SUEMORI & INOUYE, INC.1 year Service code 50 · EIN 99-0242337 | Direct Payment | $14,294 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,727 | $74,552+8.3% | $62,995+28.1% | $69,631+15.9% |
| Participation rate | 25.1% | 78.3%-53.2pp | 74.8%-49.8pp | 70.7%-45.6pp |
| Annual return | 11.86% | 15.77%-3.9pp | 87.57%-75.7pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,842 | $2,974-38.1% | $3,329-44.7% | $3,224-42.9% |
| Admin fee / account holder | $27 | $59-55.3% | $3,600-99.3% | $110-75.9% |