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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $36,543 |
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.)
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 | $95,200 | $75,388+26.3% | $123,553-22.9% | $55,725+70.8% |
| Participation rate | 23.7% | 75.7%-52.0pp | 82.3%-58.6pp | 70.9%-47.2pp |
| Annual return | -4.24% | 4.48%-8.7pp | 119.21%-123.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,022 | $5,651-64.2% | $6,426-68.5% | $3,356-39.8% |
| Admin fee / account holder | $373 | $120+211.5% | $9,284-96.0% | $115+223.9% |