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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,740 |
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 | $63,773 | $61,172+4.3% | $185,851-65.7% | $79,389-19.7% |
| Participation rate | 30.2% | 66.6%-36.4pp | 81.7%-51.5pp | 70.7%-40.5pp |
| Annual return | 12.12% | 19.45%-7.3pp | 122.11%-110.0pp | 116.89%-104.8pp |
| Employer contribution / active EE | $962 | $2,321-58.5% | $5,168-81.4% | $2,428-60.4% |
| Participant deferral / active EE | $1,804 | $2,788-35.3% | $5,569-67.6% | $4,046-55.4% |
| Admin fee / account holder | $1 | $710-99.9% | $16,245-100.0% | $626-99.8% |