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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,098 |
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 | $31,973 | $109,359-70.8% | $162,177-80.3% | $72,975-56.2% |
| Participation rate | 37.1% | 84.3%-47.2pp | 87.6%-50.5pp | 69.5%-32.4pp |
| Annual return | 18.20% | 25.46%-7.3pp | 115.60%-97.4pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,798 | $5,481-49.0% | $7,297-61.7% | $3,608-22.5% |
| Admin fee / account holder | $39 | $7,972-99.5% | $10,843-99.6% | $5,124-99.2% |