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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $5,308 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,155 | $62,928-87.0% | $172,753-95.3% | $67,582-87.9% |
| Participation rate | 29.1% | 64.5%-35.4pp | 82.6%-53.5pp | 71.3%-42.2pp |
| Annual return | 299.55% | 30.36%+269.2pp | 803.00%-503.4pp | 378.57%-79.0pp |
| Employer contribution / active EE | $659 | $1,636-59.7% | $5,144-87.2% | $2,148-69.3% |
| Participant deferral / active EE | $988 | $2,145-54.0% | $5,198-81.0% | $3,539-72.1% |
| Admin fee / account holder | $54 | $167-67.7% | $13,956-99.6% | $142-62.1% |