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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,935 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $343,292 | $58,512+486.7% | $84,016+308.6% | $72,986+370.4% |
| Participation rate | 0.0% | 61.2%-61.2pp | 69.0%-69.0pp | 69.5%-69.5pp |
| Annual return | 22.47% | 28.93%-6.5pp | 71.31%-48.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $6,199 | $1,163+433.1% | $1,983+212.6% | $2,440+154.1% |
| Participant deferral / active EE | $15,327 | $2,394+540.3% | $3,239+373.3% | $3,607+324.9% |
| Admin fee / account holder | $672 | $4,569-85.3% | $6,101-89.0% | $5,124-86.9% |