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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $774 |
Employer 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 | $7,252 | $37,117-80.5% | $147,617-95.1% | $55,191-86.9% |
| Participation rate | 77.9% | 63.6%+14.3pp | 84.6%-6.7pp | 69.2%+8.7pp |
| Annual return | 2.23% | 3.44%-1.2pp | 61.98%-59.7pp | 10.78%-8.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,174 | $1,985+9.5% | $4,895-55.6% | $3,046-28.6% |
| Admin fee / account holder | $15 | $86-82.0% | $11,612-99.9% | $91-83.1% |