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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 | $106,110+61.1% | $147,005+16.3% | $77,671+120.1% |
| Participation rate | 68.6% | 78.4%-9.8pp | 82.2%-13.5pp | 70.6%-2.0pp |
| Annual return | 14.27% | 56.77%-42.5pp | 418.76%-404.5pp | 31.21%-16.9pp |
| Employer contribution / active EE | $2,987 | $4,065-26.5% | $4,934-39.5% | $2,726+9.5% |
| Participant deferral / active EE | $8,690 | $7,992+8.7% | $8,070+7.7% | $4,648+87.0% |
| Admin fee / account holder | $457 | $338+35.4% | $13,006-96.5% | $430+6.2% |