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| Provider | Service type | Compensation |
|---|---|---|
CITRIN COOPERMAN1+ years Service code 10 · EIN 22-2428965 | Accounting | $15,000 |
Service code 16 · EIN 45-5608425 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,556 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,668 | $45,438+44.5% | $80,004-17.9% | $59,632+10.1% |
| Participation rate | 68.8% | 63.7%+5.0pp | 73.0%-4.3pp | 68.7%+0.1pp |
| Annual return | 1.00% | 5.10%-4.1pp | 7.63%-6.6pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,324 | $2,231+93.8% | $3,204+35.0% | $3,192+35.5% |
| Admin fee / account holder | $354 | $3,464-89.8% | $5,033-93.0% | $4,297-91.8% |