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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 23-2748550 | Consulting | $52,962 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,816 |
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.
Employer 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,949 | $71,957-76.4% | $67,652-74.9% | $59,188-71.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 75.7%-75.7pp | 69.4%-69.4pp |
| Annual return | 0.63% | 8.53%-7.9pp | 6625.40%-6624.8pp | 5.51%-4.9pp |
| Employer contribution / active EE | $515 | $2,432-78.8% | $2,266-77.3% | $2,098-75.5% |
| Participant deferral / active EE | $1,375 | $4,211-67.3% | $3,560-61.4% | $3,265-57.9% |
| Admin fee / account holder | $46 | $64-28.0% | $4,821-99.0% | $92-49.9% |