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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,920 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,052 | $80,753-69.0% | $136,298-81.6% | $62,293-59.8% |
| Participation rate | 16.8% | 73.5%-56.7pp | 81.9%-65.1pp | 69.5%-52.7pp |
| Annual return | 15.12% | 35.83%-20.7pp | 5156.27%-5141.1pp | 28.90%-13.8pp |
| Employer contribution / active EE | $40 | $2,884-98.6% | $4,696-99.2% | $2,042-98.0% |
| Participant deferral / active EE | $2,737 | $5,164-47.0% | $6,247-56.2% | $3,169-13.6% |
| Admin fee / account holder | $60 | $525-88.5% | $9,244-99.3% | $479-87.4% |