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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,731 |
Service code 10 · EIN 59-3560915 | Accounting | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,318 | $87,173-79.0% | $59,887-69.4% | $75,289-75.7% |
| Participation rate | 57.7% | 74.5%-16.8pp | 74.7%-17.0pp | 72.4%-14.8pp |
| Annual return | -6.36% | -2.14%-4.2pp | 3.46%-9.8pp | -0.04%-6.3pp |
| Employer contribution / active EE | $833 | $3,473-76.0% | $2,722-69.4% | $2,405-65.4% |
| Participant deferral / active EE | $1,601 | $3,379-52.6% | $3,402-52.9% | $3,739-57.2% |
| Admin fee / account holder | $158 | $75+110.9% | $3,591-95.6% | $102+54.1% |