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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,116 |
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.
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 | $22,954 | $37,117-38.2% | $147,617-84.5% | $55,191-58.4% |
| Participation rate | 27.7% | 63.6%-35.9pp | 84.6%-56.9pp | 69.2%-41.4pp |
| Annual return | -0.87% | 3.44%-4.3pp | 61.98%-62.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $195 | $1,620-88.0% | $5,564-96.5% | $1,899-89.8% |
| Participant deferral / active EE | $637 | $1,985-67.9% | $4,895-87.0% | $3,046-79.1% |
| Admin fee / account holder | $9 | $86-89.5% | $11,612-99.9% | $91-90.1% |