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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $8,629 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,544 | $41,467+17.1% | $67,313-27.9% | $55,725-12.9% |
| Participation rate | 23.6% | 62.5%-38.9pp | 69.1%-45.5pp | 70.9%-47.3pp |
| Annual return | -5.22% | 0.82%-6.0pp | -4.08%-1.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $178 | $1,316-86.5% | $2,566-93.1% | $2,078-91.4% |
| Participant deferral / active EE | $899 | $2,399-62.5% | $3,568-74.8% | $3,356-73.2% |
| Admin fee / account holder | $83 | $102-18.7% | $4,507-98.2% | $115-28.0% |