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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,131 | $39,458-36.3% | $60,547-58.5% | $55,191-54.5% |
| Participation rate | 31.6% | 59.6%-28.0pp | 68.0%-36.4pp | 69.2%-37.6pp |
| Annual return | -1.19% | 3.35%-4.5pp | 335.64%-336.8pp | 10.78%-12.0pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $923 | $2,140-56.9% | $3,328-72.3% | $3,046-69.7% |
| Admin fee / account holder | $155 | $95+63.0% | $4,536-96.6% | $91+70.9% |