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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $68 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,902 | $50,464-70.5% | $75,784-80.3% | $52,331-71.5% |
| Participation rate | 49.5% | 66.8%-17.3pp | 75.8%-26.4pp | 68.1%-18.6pp |
| Annual return | -4.71% | 1.03%-5.7pp | 9.68%-14.4pp | 4.54%-9.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,874 | $2,570+11.8% | $3,652-21.3% | $3,022-4.9% |
| Admin fee / account holder | $4 | $1,103-99.7% | $5,300-99.9% | $592-99.4% |