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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $139,030 |
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.
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 | $12,251 | $127,481-90.4% | $149,745-91.8% | $90,274-86.4% |
| Participation rate | 50.0% | 78.2%-28.2pp | 82.5%-32.4pp | 73.4%-23.3pp |
| Annual return | 61.17% | 57.78%+3.4pp | 276.72%-215.5pp | 53.97%+7.2pp |
| Employer contribution / active EE | $566 | $3,448-83.6% | $4,646-87.8% | $2,523-77.6% |
| Participant deferral / active EE | $1,392 | $6,975-80.0% | $6,843-79.7% | $4,231-67.1% |
| Admin fee / account holder | $61 | $152-60.1% | $9,312-99.3% | $114-46.9% |