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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $11,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,367 | $63,905-63.4% | $74,184-68.5% | $57,658-59.5% |
| Participation rate | 43.0% | 79.8%-36.7pp | 76.6%-33.6pp | 70.2%-27.2pp |
| Annual return | 4.03% | 60.60%-56.6pp | 17.74%-13.7pp | 5.13%-1.1pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $484 | $3,448-86.0% | $3,550-86.4% | $3,061-84.2% |
| Admin fee / account holder | $69 | $91-24.7% | $5,586-98.8% | $95-27.4% |