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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $6,901 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,927 | $40,174+49.2% | $84,023-28.7% | $67,582-11.3% |
| Participation rate | 28.7% | 62.7%-34.0pp | 69.0%-40.3pp | 71.3%-42.6pp |
| Annual return | 22.92% | 25.82%-2.9pp | 71.32%-48.4pp | 378.57%-355.7pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $873 | $2,301-62.0% | $3,239-73.0% | $3,539-75.3% |
| Admin fee / account holder | $68 | $128-47.3% | $6,102-98.9% | $142-52.5% |