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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $11,131 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,028 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,951 | $80,753-34.4% | $136,297-61.2% | $62,293-15.0% |
| Participation rate | 60.3% | 73.5%-13.2pp | 81.9%-21.6pp | 69.5%-9.2pp |
| Annual return | 19.83% | 35.83%-16.0pp | 5156.19%-5136.4pp | 28.90%-9.1pp |
| Employer contribution / active EE | $100 | $2,884-96.5% | $4,696-97.9% | $2,042-95.1% |
| Participant deferral / active EE | $6,523 | $5,164+26.3% | $6,247+4.4% | $3,169+105.8% |
| Admin fee / account holder | $213 | $525-59.4% | $9,244-97.7% | $479-55.5% |