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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $1,048 |
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 | $10,050 | $36,916-72.8% | $156,551-93.6% | $57,658-82.6% |
| Participation rate | 82.6% | 63.4%+19.2pp | 84.0%-1.4pp | 70.2%+12.4pp |
| Annual return | 17.40% | 12.38%+5.0pp | 32.23%-14.8pp | 5.13%+12.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,358 | $1,926+22.5% | $4,871-51.6% | $3,061-23.0% |
| Admin fee / account holder | $16 | $82-80.2% | $13,028-99.9% | $95-82.7% |