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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $49,086 |
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 | $53,050 | $91,517-42.0% | $101,271-47.6% | $73,412-27.7% |
| Participation rate | 53.9% | 73.8%-19.9pp | 75.8%-21.9pp | 72.2%-18.3pp |
| Annual return | 19.94% | 17.17%+2.8pp | 46.48%-26.5pp | 59.30%-39.4pp |
| Employer contribution / active EE | $1,459 | $2,877-49.3% | $3,660-60.1% | $2,234-34.7% |
| Participant deferral / active EE | $4,061 | $3,338+21.7% | $4,371-7.1% | $3,806+6.7% |
| Admin fee / account holder | $180 | $216-16.7% | $5,948-97.0% | $158+13.9% |