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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,614 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,365 | $89,739-71.7% | $149,721-83.1% | $62,293-59.3% |
| Participation rate | 69.0% | 85.1%-16.1pp | 87.1%-18.0pp | 69.5%-0.5pp |
| Annual return | 26.37% | 21.01%+5.4pp | 1501.67%-1475.3pp | 28.90%-2.5pp |
| Employer contribution / active EE | $900 | $3,233-72.2% | $5,444-83.5% | $2,042-56.0% |
| Participant deferral / active EE | $3,750 | $4,797-21.8% | $6,568-42.9% | $3,169+18.3% |
| Admin fee / account holder | $128 | $551-76.8% | $11,282-98.9% | $479-73.3% |