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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $80,271 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,618 |
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 | $24,383 | $63,905-61.8% | $74,184-67.1% | $57,658-57.7% |
| Participation rate | 86.9% | 79.8%+7.1pp | 76.6%+10.3pp | 70.2%+16.7pp |
| Annual return | 9.23% | 60.60%-51.4pp | 17.74%-8.5pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,228 | $1,840-33.3% | $2,370-48.2% | $1,974-37.8% |
| Participant deferral / active EE | $2,544 | $3,448-26.2% | $3,550-28.3% | $3,061-16.9% |
| Admin fee / account holder | $176 | $91+93.3% | $5,586-96.8% | $95+86.2% |