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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $897 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,054 | $98,750-77.7% | $149,696-85.3% | $79,858-72.4% |
| Participation rate | 43.1% | 75.8%-32.6pp | 82.5%-39.3pp | 69.6%-26.5pp |
| Annual return | 11.77% | 27.43%-15.7pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,814 | $3,216-12.5% | $4,644-39.4% | $2,471+13.9% |
| Participant deferral / active EE | $3,170 | $5,680-44.2% | $6,842-53.7% | $3,740-15.3% |
| Admin fee / account holder | $358 | $6,053-94.1% | $9,309-96.2% | $5,306-93.3% |