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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $652 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $0 |
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.
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 | $2,823 | $33,745-91.6% | $64,105-95.6% | $55,191-94.9% |
| Participation rate | 49.2% | 59.4%-10.1pp | 68.2%-18.9pp | 69.2%-19.9pp |
| Annual return | 0.56% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $83 | $641-87.0% | $1,820-95.4% | $1,899-95.6% |
| Participant deferral / active EE | $851 | $1,929-55.9% | $2,822-69.9% | $3,046-72.1% |
| Admin fee / account holder | $48 | $94-49.5% | $4,499-98.9% | $91-47.5% |