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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-1341658 | Advisory (Participants) | $15,346 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,795 | $65,092-51.2% | $143,799-77.9% | $66,938-52.5% |
| Participation rate | 93.8% | 65.2%+28.5pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | 2.03% | -11.14%+13.2pp | -0.04%+2.1pp | 1.58%+0.5pp |
| Employer contribution / active EE | $22 | $2,362-99.1% | $4,952-99.6% | $2,545-99.2% |
| Participant deferral / active EE | $1,640 | $2,920-43.8% | $5,638-70.9% | $4,238-61.3% |
| Admin fee / account holder | $315 | $502-37.3% | $14,677-97.9% | $594-47.0% |