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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,923 | $106,264+60.8% | $147,117+16.2% | $77,762+119.8% |
| Participation rate | 68.6% | 78.4%-9.8pp | 82.2%-13.6pp | 70.6%-2.0pp |
| Annual return | 14.27% | 56.94%-42.7pp | 420.54%-406.3pp | 31.27%-17.0pp |
| Employer contribution / active EE | $2,987 | $4,074-26.7% | $4,932-39.5% | $2,728+9.5% |
| Participant deferral / active EE | $8,690 | $8,003+8.6% | $8,065+7.8% | $4,651+86.9% |
| Admin fee / account holder | $457 | $334+36.7% | $12,993-96.5% | $433+5.6% |