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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.
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 | $90,621-41.2% | $120,225-55.7% | $103,975-48.8% |
| Participation rate | 19.6% | 53.5%-33.9pp | 69.6%-50.0pp | 72.5%-53.0pp |
| Annual return | 14.28% | 16.48%-2.2pp | 439.23%-425.0pp | 19.41%-5.1pp |
| Employer contribution / active EE | $641 | $4,227-84.8% | $3,475-81.6% | $3,722-82.8% |
| Participant deferral / active EE | $1,472 | $3,312-55.5% | $3,999-63.2% | $5,343-72.4% |
| Admin fee / account holder | $99 | $428-76.9% | $5,696-98.3% | $332-70.3% |