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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $42,643 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,704 | $77,677+122.3% | $109,188+58.2% | $79,389+117.5% |
| Participation rate | 59.2% | 67.8%-8.6pp | 75.9%-16.6pp | 70.7%-11.5pp |
| Annual return | 16.51% | 23.44%-6.9pp | 25.76%-9.2pp | 116.89%-100.4pp |
| Employer contribution / active EE | $2,009 | $2,798-28.2% | $3,723-46.0% | $2,428-17.2% |
| Participant deferral / active EE | $4,773 | $3,517+35.7% | $4,654+2.5% | $4,046+18.0% |
| Admin fee / account holder | $528 | $732-27.9% | $6,755-92.2% | $626-15.6% |