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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $550 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,330 | $100,801-86.8% | $149,715-91.1% | $73,412-81.8% |
| Participation rate | 12.8% | 77.7%-64.9pp | 82.5%-69.7pp | 72.2%-59.4pp |
| Annual return | 22.47% | 265.34%-242.9pp | 276.66%-254.2pp | 59.30%-36.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $434 | $6,404-93.2% | $6,842-93.7% | $3,806-88.6% |
| Admin fee / account holder | $12 | $181-93.3% | $9,310-99.9% | $158-92.3% |