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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,655 |
HHM CPAS1 year Filed as: HHM Service code 50 1200 MARKET ST · CHATTANOOGA, TN 37402 | Direct Payment | $4,506 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,337 | $31,252-79.7% | $75,826-91.6% | $55,725-88.6% |
| Participation rate | 23.2% | 71.3%-48.1pp | 68.2%-45.0pp | 70.9%-47.7pp |
| Annual return | 6.27% | 2.84%+3.4pp | 1914.15%-1907.9pp | 244.93%-238.7pp |
| Employer contribution / active EE | $255 | $1,260-79.8% | $1,913-86.7% | $2,078-87.7% |
| Participant deferral / active EE | $356 | $2,258-84.3% | $2,862-87.6% | $3,356-89.4% |
| Admin fee / account holder | $100 | $91+9.0% | $4,726-97.9% | $115-13.5% |