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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,467 | $42,548-56.6% | $74,551-75.2% | $56,289-67.2% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.1%-29.1pp | 69.9%-29.9pp |
| Annual return | -7.10% | 12.40%-19.5pp | 32.53%-39.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $465 | $855-45.6% | $1,961-76.3% | $2,111-78.0% |
| Participant deferral / active EE | $2,740 | $2,277+20.3% | $3,108-11.9% | $3,350-18.2% |
| Admin fee / account holder | $19 | $467-95.9% | $5,059-99.6% | $521-96.3% |