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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 16-0380815 | Contract Administrator | $5,633 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $86,281 | $64,954+32.8% | $115,752-25.5% | $62,293+38.5% |
| Participation rate | 56.3% | 73.0%-16.7pp | 77.8%-21.5pp | 69.5%-13.2pp |
| Annual return | 14.73% | 24.87%-10.1pp | 19.41%-4.7pp | 28.90%-14.2pp |
| Employer contribution / active EE | $309 | $2,344-86.8% | $3,492-91.2% | $2,042-84.9% |
| Participant deferral / active EE | $3,437 | $3,665-6.2% | $5,204-33.9% | $3,169+8.5% |
| Admin fee / account holder | $43 | $414-89.7% | $6,278-99.3% | $479-91.1% |