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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$2,567 |
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 | $195,978 | $59,006+232.1% | $97,197+101.6% | $74,429+163.3% |
| Participation rate | 58.9% | 63.7%-4.8pp | 72.7%-13.8pp | 67.2%-8.3pp |
| Annual return | 16.94% | 16.04%+0.9pp | 75.47%-58.5pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $820 | $1,894-56.7% | $2,723-69.9% | $2,625-68.8% |
| Participant deferral / active EE | $2,627 | $3,671-28.4% | $4,263-38.4% | $4,348-39.6% |
| Admin fee / account holder | -$17 | $1,974-100.9% | $5,637-100.3% | $1,944-100.9% |