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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $406 |
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 | $24,966 | $31,109-19.7% | $67,704-63.1% | $52,331-52.3% |
| Participation rate | 67.4% | 54.0%+13.4pp | 67.5%-0.1pp | 68.1%-0.7pp |
| Annual return | 0.33% | 23.70%-23.4pp | 25.41%-25.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,164 | $1,076+8.2% | $2,559-54.5% | $1,882-38.1% |
| Participant deferral / active EE | $2,951 | $1,970+49.8% | $3,585-17.7% | $3,022-2.4% |
| Admin fee / account holder | $88 | $466-81.2% | $4,255-97.9% | $592-85.2% |