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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $75,662 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,968 | $50,860-70.6% | $155,574-90.4% | $77,714-80.7% |
| Participation rate | 88.7% | 63.1%+25.6pp | 78.2%+10.5pp | 70.6%+18.1pp |
| Annual return | 12.31% | 34.86%-22.6pp | 64.87%-52.6pp | 31.26%-18.9pp |
| Employer contribution / active EE | $1,966 | $1,991-1.3% | $4,676-58.0% | $2,727-27.9% |
| Participant deferral / active EE | $1,496 | $2,825-47.0% | $5,629-73.4% | $4,649-67.8% |
| Admin fee / account holder | $128 | $436-70.8% | $15,914-99.2% | $433-70.6% |