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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,279 |
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 | $49,533 | $46,173+7.3% | $170,435-70.9% | $69,631-28.9% |
| Participation rate | 55.3% | 63.9%-8.6pp | 83.6%-28.3pp | 70.7%-15.4pp |
| Annual return | 18.02% | 21.62%-3.6pp | 205.94%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $406 | $1,610-74.8% | $5,432-92.5% | $2,032-80.0% |
| Participant deferral / active EE | $5,610 | $2,080+169.7% | $4,939+13.6% | $3,224+74.0% |
| Admin fee / account holder | $14 | $116-87.6% | $13,881-99.9% | $110-87.0% |