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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $5,582 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,985 | $119,272-83.2% | $161,149-87.6% | $71,012-71.9% |
| Participation rate | 51.2% | 73.6%-22.4pp | 78.8%-27.6pp | 58.6%-7.3pp |
| Annual return | 15.80% | 16.11%-0.3pp | 21.16%-5.4pp | 37.67%-21.9pp |
| Employer contribution / active EE | $456 | $2,894-84.2% | $4,360-89.5% | $2,348-80.6% |
| Participant deferral / active EE | $1,827 | $4,117-55.6% | $6,153-70.3% | $3,246-43.7% |
| Admin fee / account holder | $14 | $1,020-98.6% | $15,194-99.9% | $1,167-98.8% |