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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 65-0978008 | Advisory (Participants) | $0 |
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.)
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 | $44,071 | $37,446+17.7% | $77,513-43.1% | $79,852-44.8% |
| Participation rate | 23.8% | 41.5%-17.7pp | 54.2%-30.4pp | 69.6%-45.8pp |
| Annual return | 25.87% | 39.76%-13.9pp | 54.81%-28.9pp | 31.72%-5.8pp |
| Employer contribution / active EE | $362 | $637-43.3% | $987-63.4% | $2,471-85.4% |
| Participant deferral / active EE | $977 | $1,261-22.5% | $1,861-47.5% | $3,740-73.9% |
| Admin fee / account holder | $445 | $2,506-82.2% | $2,859-84.4% | $5,306-91.6% |