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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $50,793 |
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.)
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 | $53,307 | $86,341-38.3% | $125,195-57.4% | $65,186-18.2% |
| Participation rate | 70.7% | 75.3%-4.6pp | 79.8%-9.1pp | 70.2%+0.5pp |
| Annual return | 19.99% | 27.44%-7.5pp | 43.79%-23.8pp | 29.39%-9.4pp |
| Employer contribution / active EE | $258 | $2,040-87.4% | $3,866-93.3% | $2,177-88.2% |
| Participant deferral / active EE | $2,576 | $3,538-27.2% | $4,937-47.8% | $3,514-26.7% |
| Admin fee / account holder | $328 | $609-46.2% | $9,704-96.6% | $847-61.3% |