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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,758 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,717 | $35,986-81.3% | $77,513-91.3% | $73,493-90.9% |
| Participation rate | 77.7% | 40.8%+36.9pp | 54.2%+23.5pp | 70.7%+7.0pp |
| Annual return | 20.76% | 19.26%+1.5pp | 54.81%-34.0pp | 28.51%-7.7pp |
| Employer contribution / active EE | $298 | $557-46.5% | $987-69.8% | $2,270-86.9% |
| Participant deferral / active EE | $1,329 | $1,198+11.0% | $1,861-28.6% | $3,740-64.5% |
| Admin fee / account holder | $77 | $466-83.5% | $2,859-97.3% | $513-85.0% |