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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $542,938 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,349 | $59,312-13.4% | $149,717-65.7% | $103,514-50.4% |
| Participation rate | 61.0% | 70.3%-9.3pp | 78.8%-17.8pp | 73.3%-12.3pp |
| Annual return | 13.72% | 78.05%-64.3pp | 134.41%-120.7pp | 33.12%-19.4pp |
| Employer contribution / active EE | $2,410 | $2,187+10.2% | $4,820-50.0% | $3,210-24.9% |
| Participant deferral / active EE | $3,617 | $3,719-2.7% | $5,682-36.3% | $5,209-30.6% |
| Admin fee / account holder | $86 | $103-16.7% | $13,213-99.4% | $114-25.0% |