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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $58,563 |
THE BENEFIT PRACTICE2 years Service code 13 · EIN 13-4144565 | Contract Administrator | $3,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,959 | $48,471-15.5% | $182,558-77.6% | $67,582-39.4% |
| Participation rate | 41.6% | 67.2%-25.5pp | 78.0%-36.3pp | 71.3%-29.6pp |
| Annual return | 34.85% | 31.08%+3.8pp | 148.59%-113.7pp | 378.57%-343.7pp |
| Employer contribution / active EE | $349 | $1,461-76.1% | $4,076-91.4% | $2,148-83.7% |
| Participant deferral / active EE | $2,575 | $3,324-22.5% | $5,526-53.4% | $3,539-27.3% |
| Admin fee / account holder | $401 | $151+165.2% | $8,594-95.3% | $142+181.7% |