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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $49,037 |
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.
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 | $88,509 | $42,548+108.0% | $74,549+18.7% | $56,287+57.2% |
| Participation rate | 42.8% | 60.5%-17.7pp | 69.1%-26.4pp | 69.9%-27.1pp |
| Annual return | -5.09% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $101 | $855-88.2% | $1,961-94.9% | $2,111-95.2% |
| Participant deferral / active EE | $2,209 | $2,277-3.0% | $3,108-28.9% | $3,350-34.1% |
| Admin fee / account holder | $577 | $467+23.5% | $5,059-88.6% | $521+10.7% |