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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $39,515 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,390 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,552 | $69,383-17.1% | $101,275-43.2% | $73,497-21.7% |
| Participation rate | 66.2% | 68.4%-2.2pp | 75.8%-9.6pp | 70.7%-4.5pp |
| Annual return | 13.32% | 18.46%-5.1pp | 46.48%-33.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,759 | $2,628-33.1% | $3,660-51.9% | $2,270-22.5% |
| Participant deferral / active EE | $5,071 | $3,301+53.6% | $4,371+16.0% | $3,740+35.6% |
| Admin fee / account holder | $323 | $704-54.1% | $5,948-94.6% | $513-37.1% |