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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $23,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,643 | $47,977-27.8% | $154,108-77.5% | $56,289-38.5% |
| Participation rate | 43.0% | 66.2%-23.2pp | 83.0%-40.1pp | 69.9%-26.9pp |
| Annual return | -1.68% | 3.54%-5.2pp | 735.21%-736.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $520 | $2,169-76.0% | $5,298-90.2% | $2,111-75.4% |
| Participant deferral / active EE | $875 | $2,392-63.4% | $5,081-82.8% | $3,350-73.9% |
| Admin fee / account holder | $301 | $438-31.3% | $13,411-97.8% | $521-42.2% |