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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $66,156 |
THE BENEFIT PRACTICE5 years Service code 13 · EIN 13-4144565 | Contract Administrator | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,230 | $59,140-25.2% | $160,037-72.4% | $66,949-33.9% |
| Participation rate | 47.0% | 68.1%-21.1pp | 78.0%-31.0pp | 69.8%-22.8pp |
| Annual return | -21.79% | -12.25%-9.5pp | 408.95%-430.7pp | 1.57%-23.4pp |
| Employer contribution / active EE | $756 | $1,982-61.8% | $4,226-82.1% | $2,545-70.3% |
| Participant deferral / active EE | $4,827 | $4,399+9.7% | $6,184-21.9% | $4,239+13.9% |
| Admin fee / account holder | $327 | $591-44.7% | $8,716-96.3% | $594-45.0% |