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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $10,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,156 | $69,305-56.5% | $82,312-63.4% | $69,631-56.7% |
| Participation rate | 33.3% | 80.3%-46.9pp | 76.9%-43.6pp | 70.7%-37.4pp |
| Annual return | 23.17% | 21.47%+1.7pp | 25.88%-2.7pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $463 | $3,568-87.0% | $3,706-87.5% | $3,224-85.6% |
| Admin fee / account holder | $67 | $97-31.5% | $5,608-98.8% | $110-39.7% |