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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $982 |
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 | $23,053 | $63,905-63.9% | $74,184-68.9% | $57,658-60.0% |
| Participation rate | 58.1% | 79.8%-21.6pp | 76.6%-18.5pp | 70.2%-12.1pp |
| Annual return | 6.55% | 60.60%-54.0pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,313 | $3,448-61.9% | $3,550-63.0% | $3,061-57.1% |
| Admin fee / account holder | $59 | $91-35.1% | $5,586-98.9% | $95-37.5% |