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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $10,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $25,964 | $80,005-67.5% | $140,019-81.5% | $55,725-53.4% |
| Participation rate | 63.2% | 87.0%-23.8pp | 87.5%-24.3pp | 70.9%-7.7pp |
| Annual return | -4.43% | 0.46%-4.9pp | 651.15%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,666 | $3,403-51.0% | $5,605-70.3% | $2,078-19.8% |
| Participant deferral / active EE | $2,885 | $5,264-45.2% | $6,927-58.3% | $3,356-14.0% |
| Admin fee / account holder | $49 | $116-58.0% | $10,705-99.5% | $115-57.8% |