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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $9,031 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,671 | $43,453-20.2% | $109,313-68.3% | $63,975-45.8% |
| Participation rate | 18.3% | 59.3%-41.0pp | 71.3%-53.0pp | 71.1%-52.8pp |
| Annual return | 8.55% | 9.85%-1.3pp | 22.07%-13.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $3,892-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,353 | $2,093-35.4% | $3,166-57.3% | $3,356-59.7% |
| Admin fee / account holder | $22 | $79-71.8% | $5,666-99.6% | $70-68.4% |