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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $27,791 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,903 | $66,486-58.0% | $81,370-65.7% | $77,762-64.1% |
| Participation rate | 55.7% | 68.7%-13.0pp | 69.5%-13.8pp | 70.6%-14.9pp |
| Annual return | 14.35% | 15.95%-1.6pp | 24.85%-10.5pp | 31.27%-16.9pp |
| Employer contribution / active EE | $265 | $2,158-87.7% | $2,464-89.3% | $2,728-90.3% |
| Participant deferral / active EE | $2,002 | $3,677-45.5% | $3,885-48.5% | $4,651-56.9% |
| Admin fee / account holder | $19 | $586-96.8% | $5,749-99.7% | $433-95.7% |