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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,005 |
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 | Advisory (Plan) | $7,878 |
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL GROUP Service code 27 · EIN 38-3567911 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $33,848 | $42,548-20.4% | $74,549-54.6% | $56,287-39.9% |
| Participation rate | 37.0% | 60.5%-23.5pp | 69.1%-32.1pp | 69.9%-32.8pp |
| Annual return | -3.16% | 12.40%-15.6pp | 32.53%-35.7pp | -9.96%+6.8pp |
| Employer contribution / active EE | $257 | $855-69.9% | $1,961-86.9% | $2,111-87.8% |
| Participant deferral / active EE | $757 | $2,277-66.8% | $3,108-75.7% | $3,350-77.4% |
| Admin fee / account holder | $921 | $467+97.0% | $5,059-81.8% | $521+76.7% |