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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,987 |
SANFORD ADVISORY SERVICES6 years Service code 26 · EIN 27-0645757 | Advisory (Participants) | $12,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,058 | $46,332-56.7% | $143,799-86.1% | $64,819-69.1% |
| Participation rate | 40.8% | 64.2%-23.5pp | 80.3%-39.6pp | 71.5%-30.7pp |
| Annual return | -10.19% | -10.05%-0.1pp | -0.04%-10.1pp | 32.84%-43.0pp |
| Employer contribution / active EE | $788 | $1,911-58.8% | $4,952-84.1% | $2,507-68.6% |
| Participant deferral / active EE | $2,045 | $2,647-22.8% | $5,638-63.7% | $4,311-52.6% |
| Admin fee / account holder | $107 | $154-30.2% | $14,677-99.3% | $188-42.8% |