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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,602 | $43,466-61.8% | $90,970-81.8% | $90,274-81.6% |
| Participation rate | 21.2% | 62.5%-41.3pp | 69.0%-47.9pp | 73.4%-52.2pp |
| Annual return | 11.29% | 25.26%-14.0pp | 134.58%-123.3pp | 53.97%-42.7pp |
| Employer contribution / active EE | $343 | $840-59.2% | $2,122-83.9% | $2,523-86.4% |
| Participant deferral / active EE | $826 | $2,138-61.3% | $3,373-75.5% | $4,231-80.5% |
| Admin fee / account holder | $145 | $92+57.3% | $5,960-97.6% | $114+26.7% |