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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,774 |
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.
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 | $58,060 | $48,064+20.8% | $78,778-26.3% | $69,631-16.6% |
| Participation rate | 37.3% | 61.6%-24.3pp | 69.2%-31.9pp | 70.7%-33.4pp |
| Annual return | 15.20% | 21.81%-6.6pp | 35.62%-20.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $163 | $744-78.1% | $1,986-91.8% | $2,032-92.0% |
| Participant deferral / active EE | $1,874 | $2,079-9.9% | $2,958-36.7% | $3,224-41.9% |
| Admin fee / account holder | $7 | $152-95.5% | $5,134-99.9% | $110-93.8% |