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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,134 |
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).
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 | $45,519 | $44,714+1.8% | $91,225-50.1% | $66,938-32.0% |
| Participation rate | 61.0% | 65.0%-4.0pp | 73.2%-12.2pp | 69.8%-8.8pp |
| Annual return | -14.56% | -12.25%-2.3pp | 114.12%-128.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,517 | $1,710-11.3% | $2,851-46.8% | $2,545-40.4% |
| Participant deferral / active EE | $3,387 | $3,355+1.0% | $4,233-20.0% | $4,238-20.1% |
| Admin fee / account holder | $401 | $521-23.1% | $5,422-92.6% | $594-32.5% |