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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 62-1291257 | Participant communication; Account ma... | $17,640 |
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 | $9,668 | $47,977-79.8% | $154,108-93.7% | $56,289-82.8% |
| Participation rate | 67.1% | 66.2%+1.0pp | 83.0%-15.9pp | 69.9%-2.7pp |
| Annual return | -1.64% | 3.54%-5.2pp | 735.21%-736.8pp | -9.96%+8.3pp |
| Employer contribution / active EE | $165 | $2,169-92.4% | $5,298-96.9% | $2,111-92.2% |
| Participant deferral / active EE | $2,265 | $2,392-5.3% | $5,081-55.4% | $3,350-32.4% |
| Admin fee / account holder | $153 | $438-65.0% | $13,411-98.9% | $521-70.6% |