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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 | $10,040 | $65,292-84.6% | $71,671-86.0% | $77,958-87.1% |
| Participation rate | 69.5% | 67.4%+2.1pp | 68.7%+0.8pp | 71.6%-2.1pp |
| Annual return | 17.35% | 21.25%-3.9pp | 20.65%-3.3pp | 20.87%-3.5pp |
| Employer contribution / active EE | $165 | $2,085-92.1% | $2,460-93.3% | $2,310-92.9% |
| Participant deferral / active EE | $1,171 | $3,008-61.1% | $3,438-65.9% | $3,537-66.9% |
| Admin fee / account holder | $0 | $84-99.8% | $5,558-100.0% | $97-99.9% |