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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5570651 | Recordkeeping | $20,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $61,281 | $86,341-29.0% | $125,192-51.1% | $65,185-6.0% |
| Participation rate | 26.6% | 75.3%-48.7pp | 79.8%-53.2pp | 70.2%-43.6pp |
| Annual return | 20.45% | 27.44%-7.0pp | 43.79%-23.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,676 | $3,538-52.6% | $4,937-66.1% | $3,514-52.3% |
| Admin fee / account holder | $423 | $609-30.6% | $9,704-95.6% | $847-50.1% |