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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,255 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,321 | $65,041-61.1% | $90,965-72.2% | $79,858-68.3% |
| Participation rate | 67.9% | 61.6%+6.3pp | 69.0%-1.2pp | 69.6%-1.8pp |
| Annual return | 8.76% | 30.45%-21.7pp | 134.57%-125.8pp | 31.72%-23.0pp |
| Employer contribution / active EE | $9,414 | $1,247+654.8% | $2,122+343.6% | $2,471+281.0% |
| Participant deferral / active EE | $959 | $2,512-61.8% | $3,373-71.6% | $3,740-74.4% |
| Admin fee / account holder | $404 | $4,536-91.1% | $5,960-93.2% | $5,306-92.4% |