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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,667 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,295 |
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.)
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 | $95,861 | $58,726+63.2% | $92,240+3.9% | $62,293+53.9% |
| Participation rate | 59.8% | 68.3%-8.6pp | 76.5%-16.7pp | 69.5%-9.7pp |
| Annual return | 18.03% | 43.62%-25.6pp | 176.29%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,646 | $2,392-31.2% | $3,680-55.3% | $2,042-19.4% |
| Participant deferral / active EE | $3,612 | $2,766+30.6% | $3,897-7.3% | $3,169+14.0% |
| Admin fee / account holder | $416 | $556-25.3% | $5,194-92.0% | $479-13.3% |