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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $39,208 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,449 | $58,093+23.0% | $80,022-10.7% | $56,287+26.9% |
| Participation rate | 57.5% | 73.6%-16.2pp | 75.8%-18.4pp | 69.9%-12.4pp |
| Annual return | -5.02% | 34.63%-39.7pp | 11.22%-16.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,885 | $3,136-39.9% | $3,686-48.9% | $3,350-43.7% |
| Admin fee / account holder | $441 | $623-29.2% | $6,521-93.2% | $521-15.4% |