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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1291257 | Contract Administrator | $43,052 |
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.
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 | $85,050 | $55,449+53.4% | $83,831+1.5% | $56,289+51.1% |
| Participation rate | 52.7% | 68.0%-15.3pp | 76.1%-23.5pp | 69.9%-17.2pp |
| Annual return | -5.51% | -1.38%-4.1pp | 850.99%-856.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $413 | $2,430-83.0% | $3,631-88.6% | $2,111-80.4% |
| Participant deferral / active EE | $2,977 | $2,935+1.4% | $4,082-27.1% | $3,350-11.1% |
| Admin fee / account holder | $538 | $656-18.0% | $5,479-90.2% | $521+3.3% |