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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $30,206 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 99 · EIN 14-1764768 | Other Fees | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,313 | $55,446-2.0% | $155,574-65.1% | $74,429-27.0% |
| Participation rate | 38.4% | 61.9%-23.5pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 12.53% | 269.20%-256.7pp | 64.87%-52.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $270 | $2,266-88.1% | $4,676-94.2% | $2,625-89.7% |
| Participant deferral / active EE | $815 | $2,836-71.3% | $5,629-85.5% | $4,348-81.3% |
| Admin fee / account holder | $315 | $1,743-81.9% | $15,914-98.0% | $1,944-83.8% |