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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,386 |
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.
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 | $12,402 | $41,467-70.1% | $67,313-81.6% | $55,725-77.7% |
| Participation rate | 38.8% | 62.5%-23.7pp | 69.1%-30.2pp | 70.9%-32.0pp |
| Annual return | -5.79% | 0.82%-6.6pp | -4.08%-1.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2 | $1,316-99.9% | $2,566-99.9% | $2,078-99.9% |
| Participant deferral / active EE | $1,288 | $2,399-46.3% | $3,568-63.9% | $3,356-61.6% |
| Admin fee / account holder | $85 | $102-16.8% | $4,507-98.1% | $115-26.3% |