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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,923 |
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 | $33,915 | $55,453-38.8% | $170,435-80.1% | $62,293-45.6% |
| Participation rate | 33.9% | 66.4%-32.5pp | 83.6%-49.7pp | 69.5%-35.6pp |
| Annual return | 16.53% | 21.38%-4.8pp | 205.94%-189.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $495 | $2,164-77.1% | $5,432-90.9% | $2,042-75.8% |
| Participant deferral / active EE | $1,176 | $2,303-48.9% | $4,939-76.2% | $3,169-62.9% |
| Admin fee / account holder | $2 | $455-99.5% | $13,881-100.0% | $479-99.5% |