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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,057 |
Employer 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 | $94,186 | $81,474+15.6% | $133,971-29.7% | $73,493+28.2% |
| Participation rate | 79.8% | 76.4%+3.5pp | 79.8%0pp | 70.7%+9.2pp |
| Annual return | 7.49% | 19.40%-11.9pp | 45.09%-37.6pp | 28.51%-21.0pp |
| Employer contribution / active EE | $492 | $2,209-77.7% | $3,919-87.5% | $2,270-78.3% |
| Participant deferral / active EE | $3,807 | $3,786+0.5% | $5,047-24.6% | $3,740+1.8% |
| Admin fee / account holder | $827 | $713+15.9% | $8,929-90.7% | $513+61.1% |