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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,514 | $58,093+21.4% | $80,022-11.9% | $56,289+25.3% |
| Participation rate | 66.9% | 73.6%-6.7pp | 75.8%-8.9pp | 69.9%-3.0pp |
| Annual return | -3.73% | 34.63%-38.4pp | 11.22%-15.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $728 | $1,933-62.3% | $2,468-70.5% | $2,111-65.5% |
| Participant deferral / active EE | $2,757 | $3,136-12.1% | $3,686-25.2% | $3,350-17.7% |
| Admin fee / account holder | $260 | $623-58.2% | $6,521-96.0% | $521-50.0% |