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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,539 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,250 |
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 | $91,332 | $55,449+64.7% | $83,831+8.9% | $56,289+62.3% |
| Participation rate | 54.3% | 68.0%-13.7pp | 76.1%-21.8pp | 69.9%-15.5pp |
| Annual return | -6.83% | -1.38%-5.5pp | 850.99%-857.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,368 | $2,430-43.7% | $3,631-62.3% | $2,111-35.2% |
| Participant deferral / active EE | $3,523 | $2,935+20.0% | $4,082-13.7% | $3,350+5.2% |
| Admin fee / account holder | $423 | $656-35.5% | $5,479-92.3% | $521-18.8% |