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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $73,447 |
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 | $46,451 | $101,499-54.2% | $147,005-68.4% | $74,546-37.7% |
| Participation rate | 50.8% | 75.5%-24.7pp | 82.2%-31.4pp | 67.2%-16.4pp |
| Annual return | 14.91% | 8732.34%-8717.4pp | 418.76%-403.9pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,238 | $3,811-67.5% | $4,934-74.9% | $2,624-52.8% |
| Participant deferral / active EE | $4,011 | $7,304-45.1% | $8,070-50.3% | $4,347-7.7% |
| Admin fee / account holder | $452 | $1,748-74.1% | $13,006-96.5% | $1,944-76.7% |