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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
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 | $24,038 | $98,982-75.7% | $162,177-85.2% | $65,185-63.1% |
| Participation rate | 62.4% | 85.8%-23.4pp | 87.6%-25.2pp | 70.2%-7.8pp |
| Annual return | 23.66% | 24.84%-1.2pp | 115.60%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,854 | $3,467-46.5% | $5,613-67.0% | $2,177-14.8% |
| Participant deferral / active EE | $4,742 | $5,384-11.9% | $7,297-35.0% | $3,514+35.0% |
| Admin fee / account holder | $13 | $596-97.7% | $10,843-99.9% | $847-98.4% |