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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 01-0233346 | Sub-TA Fees | $329,780 |
Service code 10 · EIN 62-1657685 | Accounting | $27,182 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $825 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,248 | $67,672-65.6% | $155,567-85.1% | $99,061-76.5% |
| Participation rate | 38.6% | 67.2%-28.6pp | 78.2%-39.6pp | 71.6%-33.0pp |
| Annual return | 55.75% | 16.16%+39.6pp | 64.74%-9.0pp | 17.66%+38.1pp |
| Employer contribution / active EE | $2 | $2,262-99.9% | $4,674-99.9% | $3,261-99.9% |
| Participant deferral / active EE | $2,417 | $3,827-36.9% | $5,628-57.1% | $5,331-54.7% |
| Admin fee / account holder | $118 | $94+25.4% | $15,916-99.3% | $109+7.8% |