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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $112,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $8,806 | $72,554-87.9% | $138,135-93.6% | $73,493-88.0% |
| Participation rate | 80.9% | 74.8%+6.1pp | 78.7%+2.2pp | 70.7%+10.2pp |
| Annual return | 10.61% | 17.50%-6.9pp | 20.51%-9.9pp | 28.51%-17.9pp |
| Employer contribution / active EE | $2,488 | $3,511-29.1% | $5,587-55.5% | $2,270+9.6% |
| Participant deferral / active EE | $3,942 | $4,908-19.7% | $6,431-38.7% | $3,740+5.4% |
| Admin fee / account holder | $409 | $464-11.9% | $11,856-96.5% | $513-20.3% |