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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,575 | $50,199-94.9% | $69,890-96.3% | $66,949-96.2% |
| Participation rate | 57.1% | 66.3%-9.3pp | 70.5%-13.4pp | 69.8%-12.7pp |
| Annual return | 97.11% | -13.85%+111.0pp | 190.84%-93.7pp | 1.57%+95.5pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,014 | $3,112-67.4% | $3,848-73.6% | $4,239-76.1% |
| Admin fee / account holder | $69 | $600-88.4% | $6,267-98.9% | $594-88.3% |