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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,405 |
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 | $15,713 | $79,557-80.2% | $118,746-86.8% | $70,126-77.6% |
| Participation rate | 78.6% | 71.4%+7.2pp | 78.3%+0.3pp | 69.5%+9.0pp |
| Annual return | 19.31% | 25.64%-6.3pp | 24.54%-5.2pp | 73.15%-53.8pp |
| Employer contribution / active EE | $744 | $2,861-74.0% | $4,193-82.3% | $2,343-68.2% |
| Participant deferral / active EE | $2,513 | $4,089-38.5% | $5,332-52.9% | $3,332-24.6% |
| Admin fee / account holder | $60 | $5,374-98.9% | $10,720-99.4% | $4,645-98.7% |