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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,493 |
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.
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 | $18,206 | $68,413-73.4% | $123,105-85.2% | $55,191-67.0% |
| Participation rate | 51.7% | 84.5%-32.8pp | 86.8%-35.0pp | 69.2%-17.4pp |
| Annual return | 1.24% | 6.30%-5.1pp | 13.22%-12.0pp | 10.78%-9.5pp |
| Employer contribution / active EE | $855 | $3,050-72.0% | $5,151-83.4% | $1,899-55.0% |
| Participant deferral / active EE | $3,042 | $4,490-32.2% | $6,229-51.2% | $3,046-0.1% |
| Admin fee / account holder | $8 | $88-91.0% | $9,014-99.9% | $91-91.3% |