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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $6,998 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,604 | $76,371-57.3% | $93,621-65.2% | $72,976-55.3% |
| Participation rate | 39.1% | 71.8%-32.7pp | 75.8%-36.8pp | 69.5%-30.4pp |
| Annual return | 15.57% | 25.82%-10.2pp | 32.76%-17.2pp | 81.02%-65.4pp |
| Employer contribution / active EE | $475 | $2,276-79.1% | $2,719-82.5% | $2,440-80.5% |
| Participant deferral / active EE | $798 | $3,538-77.5% | $4,070-80.4% | $3,608-77.9% |
| Admin fee / account holder | $314 | $6,839-95.4% | $7,890-96.0% | $5,124-93.9% |