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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,897 |
Service code 49 · EIN 52-2114207 | Other Services | $10,213 |
THE BENEFIT PRACTICE1 year Service code 13 · EIN 13-4144565 | Contract Administrator | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,603 | $123,793-65.6% | $177,848-76.0% | $79,856-46.7% |
| Participation rate | 61.6% | 84.7%-23.0pp | 87.7%-26.1pp | 69.6%-8.0pp |
| Annual return | 29.18% | 22.82%+6.4pp | 48.33%-19.2pp | 31.71%-2.5pp |
| Employer contribution / active EE | $3,674 | $4,095-10.3% | $5,919-37.9% | $2,471+48.7% |
| Participant deferral / active EE | $8,341 | $5,956+40.0% | $7,714+8.1% | $3,741+123.0% |
| Admin fee / account holder | $355 | $7,243-95.1% | $12,431-97.1% | $5,306-93.3% |