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| Provider | Service type | Compensation |
|---|---|---|
SUEMORI & INOUYE, INC.2 years Service code 17 · EIN 99-0242337 | Pension Consulting | $9,948 |
ALPHAPOINT, INC.1 year Service code 27 · EIN 14-1884337 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $48,174 | $70,083-31.3% | $59,887-19.6% | $55,725-13.6% |
| Participation rate | 66.9% | 78.4%-11.5pp | 74.7%-7.8pp | 70.9%-4.0pp |
| Annual return | -6.06% | 3.13%-9.2pp | 3.46%-9.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,407 | $2,878-51.1% | $2,722-48.3% | $2,078-32.3% |
| Participant deferral / active EE | $4,374 | $3,079+42.1% | $3,402+28.6% | $3,356+30.3% |
| Admin fee / account holder | $36 | $70-48.2% | $3,591-99.0% | $115-68.4% |