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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $89,923 |
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 | $3,864 | $34,242-88.7% | $76,518-95.0% | $75,289-94.9% |
| Participation rate | 52.8% | 43.9%+8.9pp | 68.0%-15.2pp | 72.4%-19.6pp |
| Annual return | -6.48% | -0.98%-5.5pp | -0.27%-6.2pp | -0.04%-6.4pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $848 | $1,872-54.7% | $3,836-77.9% | $3,739-77.3% |
| Admin fee / account holder | $64 | $112-42.6% | $4,849-98.7% | $102-37.2% |