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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 | $89,670-40.6% | $130,788-59.3% | $89,670-40.6% |
| Participation rate | 19.6% | 71.2%-51.6pp | 70.1%-50.5pp | 71.2%-51.6pp |
| Annual return | 14.28% | 19.66%-5.4pp | 386.44%-372.2pp | 19.66%-5.4pp |
| Employer contribution / active EE | $641 | $4,041-84.1% | $3,558-82.0% | $4,041-84.1% |
| Participant deferral / active EE | $1,472 | $3,962-62.8% | $4,137-64.4% | $3,962-62.8% |
| Admin fee / account holder | $99 | $352-71.9% | $6,673-98.5% | $352-71.9% |