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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $2,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,998 | $47,977-85.4% | $154,111-95.5% | $56,287-87.6% |
| Participation rate | 52.2% | 66.2%-14.0pp | 83.0%-30.9pp | 69.9%-17.7pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.18%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,289 | $2,169-40.6% | $5,298-75.7% | $2,111-39.0% |
| Participant deferral / active EE | $1,717 | $2,392-28.2% | $5,081-66.2% | $3,350-48.7% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |