Filed January 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,744 |
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 | $26,822 | $98,982-72.9% | $162,185-83.5% | $65,186-58.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.88% | 24.84%0pp | 115.61%-90.7pp | 29.39%-4.5pp |
| Employer contribution / active EE | $1,582 | $3,467-54.4% | $5,613-71.8% | $2,177-27.3% |
| Participant deferral / active EE | $3,048 | $5,384-43.4% | $7,297-58.2% | $3,514-13.3% |
| Admin fee / account holder | $5 | $596-99.2% | $10,844-100.0% | $847-99.4% |