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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $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 | $8,947 | $168,231-94.7% | $67,834-86.8% | $63,975-86.0% |
| Participation rate | 67.8% | 66.8%+1.0pp | 68.8%-0.9pp | 71.1%-3.3pp |
| Annual return | 8.46% | 11.76%-3.3pp | 138.47%-130.0pp | 48.65%-40.2pp |
| Employer contribution / active EE | $174 | $1,907-90.9% | $2,403-92.8% | $2,182-92.0% |
| Participant deferral / active EE | $1,106 | $2,827-60.9% | $3,160-65.0% | $3,356-67.0% |
| Admin fee / account holder | $0 | $81-100.0% | $4,622-100.0% | $70-100.0% |