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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $59,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,265 | $85,660-37.8% | $180,320-70.5% | $85,660-37.8% |
| Participation rate | 19.6% | 74.8%-55.3pp | 71.5%-52.0pp | 74.8%-55.3pp |
| Annual return | 14.28% | 19.52%-5.2pp | 778.54%-764.3pp | 19.52%-5.2pp |
| Employer contribution / active EE | $641 | $4,199-84.7% | $4,108-84.4% | $4,199-84.7% |
| Participant deferral / active EE | $1,472 | $3,518-58.2% | $4,304-65.8% | $3,518-58.2% |
| Admin fee / account holder | $99 | $224-55.9% | $10,000-99.0% | $224-55.9% |