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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $56 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,249 | $48,576+32.3% | $169,452-62.1% | $56,287+14.1% |
| Participation rate | 73.1% | 65.8%+7.3pp | 77.8%-4.7pp | 69.9%+3.3pp |
| Annual return | -5.92% | -2.51%-3.4pp | 1.83%-7.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $995 | $1,559-36.2% | $4,157-76.1% | $2,111-52.9% |
| Participant deferral / active EE | $4,692 | $3,275+43.3% | $5,277-11.1% | $3,350+40.1% |
| Admin fee / account holder | $308 | $435-29.2% | $9,110-96.6% | $521-40.9% |