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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,487 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $7,755 |
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 | $16,136 | $81,537-80.2% | $149,721-89.2% | $69,631-76.8% |
| Participation rate | 82.7% | 86.1%-3.5pp | 87.1%-4.4pp | 70.7%+12.0pp |
| Annual return | 25.68% | 22.79%+2.9pp | 1501.67%-1476.0pp | 27571.02%-27545.3pp |
| Employer contribution / active EE | $261 | $3,239-91.9% | $5,444-95.2% | $2,032-87.1% |
| Participant deferral / active EE | $3,926 | $4,994-21.4% | $6,568-40.2% | $3,224+21.8% |
| Admin fee / account holder | $24 | $107-77.2% | $11,282-99.8% | $110-77.9% |