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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,927 | $86,341-34.1% | $125,192-54.5% | $65,185-12.7% |
| Participation rate | 84.1% | 75.3%+8.8pp | 79.8%+4.3pp | 70.2%+13.9pp |
| Annual return | 5.76% | 27.44%-21.7pp | 43.79%-38.0pp | 29.38%-23.6pp |
| Employer contribution / active EE | $389 | $2,040-80.9% | $3,866-89.9% | $2,177-82.1% |
| Participant deferral / active EE | $2,110 | $3,538-40.4% | $4,937-57.3% | $3,514-40.0% |
| Admin fee / account holder | $431 | $609-29.3% | $9,704-95.6% | $847-49.1% |