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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPENSATION STRATEGIES GROUP LTD Service code 37 · EIN 76-0188119 | Loan Processing | $2,700 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $886 |
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 | $47,894 | $75,183-36.3% | $123,894-61.3% | $55,167-13.2% |
| Participation rate | 61.3% | 72.8%-11.5pp | 81.4%-20.1pp | 69.0%-7.7pp |
| Annual return | 7.20% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,265 | $5,084-35.8% | $5,984-45.4% | $3,054+6.9% |
| Admin fee / account holder | $567 | $663-14.4% | $8,357-93.2% | $504+12.6% |