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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,549 | $46,297-59.9% | $71,671-74.1% | $62,293-70.2% |
| Participation rate | 63.2% | 60.6%+2.6pp | 68.7%-5.6pp | 69.5%-6.3pp |
| Annual return | 28.56% | 22.32%+6.2pp | 20.65%+7.9pp | 28.90%-0.3pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,395 | $2,235-37.6% | $3,438-59.4% | $3,169-56.0% |
| Admin fee / account holder | $306 | $461-33.5% | $5,558-94.5% | $479-36.1% |