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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $38,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,638 | $62,928-67.2% | $172,753-88.1% | $67,582-69.5% |
| Participation rate | 64.4% | 64.5%0pp | 82.6%-18.2pp | 71.3%-6.8pp |
| Annual return | 4.37% | 30.36%-26.0pp | 803.00%-798.6pp | 378.57%-374.2pp |
| Employer contribution / active EE | $974 | $1,636-40.5% | $5,144-81.1% | $2,148-54.7% |
| Participant deferral / active EE | $695 | $2,145-67.6% | $5,198-86.6% | $3,539-80.4% |
| Admin fee / account holder | $101 | $167-39.2% | $13,956-99.3% | $142-28.8% |