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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $56,539 |
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.)
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 | $63,778 | $81,494-21.7% | $133,978-52.4% | $73,497-13.2% |
| Participation rate | 67.9% | 76.4%-8.5pp | 79.8%-11.9pp | 70.7%-2.8pp |
| Annual return | 12.66% | 19.40%-6.7pp | 45.10%-32.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $164 | $2,210-92.6% | $3,919-95.8% | $2,270-92.8% |
| Participant deferral / active EE | $2,771 | $3,787-26.8% | $5,047-45.1% | $3,740-25.9% |
| Admin fee / account holder | $379 | $713-46.8% | $8,930-95.8% | $513-26.0% |