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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-2656036 | Recordkeeping | $3,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,219 | $59,535-69.4% | $90,161-79.8% | $62,293-70.8% |
| Participation rate | 16.1% | 73.0%-56.9pp | 76.9%-60.7pp | 69.5%-53.4pp |
| Annual return | 16.28% | 23.53%-7.2pp | 34.89%-18.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,707 | $4,639-63.2% | $5,287-67.7% | $3,169-46.1% |
| Admin fee / account holder | $76 | $337-77.3% | $5,943-98.7% | $479-84.1% |