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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $1,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $36,876 | $198,457-81.4% | $170,435-78.4% | $147,586-75.0% |
| Participation rate | 73.9% | 88.0%-14.1pp | 83.6%-9.7pp | 82.8%-8.9pp |
| Annual return | 16.63% | 257.30%-240.7pp | 205.94%-189.3pp | 578.59%-562.0pp |
| Employer contribution / active EE | $9,249 | $6,183+49.6% | $5,432+70.3% | $4,876+89.7% |
| Participant deferral / active EE | $32,515 | $5,629+477.6% | $4,939+558.3% | $5,439+497.8% |
| Admin fee / account holder | $303 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |