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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $23,214 |
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 | $66,042 | $63,861+3.4% | $104,639-36.9% | $79,856-17.3% |
| Participation rate | 43.5% | 64.9%-21.4pp | 74.1%-30.6pp | 69.6%-26.2pp |
| Annual return | 12.99% | 21.30%-8.3pp | 340.67%-327.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,134 | $1,588-28.6% | $2,682-57.7% | $2,471-54.1% |
| Participant deferral / active EE | $1,784 | $2,693-33.8% | $3,738-52.3% | $3,741-52.3% |
| Admin fee / account holder | $474 | $4,185-88.7% | $6,465-92.7% | $5,306-91.1% |