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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $70,669 |
EISNERAMPER LLP2 years Service code 10 · EIN 72-1202445 | Accounting | $18,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,351 | $82,979-10.4% | $102,383-27.4% | $77,714-4.3% |
| Participation rate | 54.2% | 71.5%-17.4pp | 74.5%-20.3pp | 70.6%-16.4pp |
| Annual return | 13.83% | 19.11%-5.3pp | 24.94%-11.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,618 | $3,554-54.5% | $3,870-58.2% | $2,727-40.6% |
| Participant deferral / active EE | $4,428 | $4,109+7.8% | $5,060-12.5% | $4,649-4.8% |
| Admin fee / account holder | $252 | $639-60.6% | $8,391-97.0% | $433-41.9% |