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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Float revenue; Di... | $10,458 |
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.
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 | $8,588 | $48,053-82.1% | $84,628-89.9% | $72,975-88.2% |
| Participation rate | 55.3% | 57.6%-2.3pp | 68.2%-13.0pp | 69.5%-14.2pp |
| Annual return | 21.78% | 37.39%-15.6pp | 258.80%-237.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $90 | $1,602-94.4% | $2,653-96.6% | $2,440-96.3% |
| Participant deferral / active EE | $896 | $2,681-66.6% | $3,900-77.0% | $3,608-75.2% |
| Admin fee / account holder | $101 | $3,395-97.0% | $4,914-98.0% | $5,124-98.0% |