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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,170 |
Annual investment return 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).
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 | $26,268 | $85,135-69.1% | $98,920-73.4% | $73,412-64.2% |
| Participation rate | 81.3% | 81.1%+0.2pp | 76.0%+5.3pp | 72.2%+9.1pp |
| Annual return | 11.09% | 19.14%-8.0pp | 196.47%-185.4pp | 59.30%-48.2pp |
| Employer contribution / active EE | $1,376 | $2,721-49.4% | $2,689-48.8% | $2,234-38.4% |
| Participant deferral / active EE | $3,035 | $4,349-30.2% | $4,245-28.5% | $3,806-20.3% |
| Admin fee / account holder | $148 | $139+6.3% | $6,643-97.8% | $158-6.2% |