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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $17,228 |
Service code 99 · EIN 11-1000111 | Other Fees | $11,810 |
Service code 99 | Other Fees | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $533,872 | $65,223+718.5% | $80,022+567.2% | $55,725+858.0% |
| Participation rate | 0.0% | 80.6%-80.6pp | 75.8%-75.8pp | 70.9%-70.9pp |
| Annual return | 2.24% | 7.59%-5.3pp | 11.22%-9.0pp | 244.93%-242.7pp |
| Employer contribution / active EE | $816 | $2,544-67.9% | $2,468-67.0% | $2,078-60.8% |
| Participant deferral / active EE | $3,259 | $3,881-16.0% | $3,686-11.6% | $3,356-2.9% |
| Admin fee / account holder | $1,152 | $114+908.7% | $6,521-82.3% | $115+900.1% |