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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,825 |
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 | $55,951 | $65,125-14.1% | $143,797-61.1% | $66,949-16.4% |
| Participation rate | 33.0% | 65.2%-32.2pp | 80.3%-47.3pp | 69.8%-36.8pp |
| Annual return | -11.85% | -11.13%-0.7pp | -0.04%-11.8pp | 1.57%-13.4pp |
| Employer contribution / active EE | $936 | $2,362-60.4% | $4,952-81.1% | $2,545-63.2% |
| Participant deferral / active EE | $1,726 | $2,920-40.9% | $5,638-69.4% | $4,239-59.3% |
| Admin fee / account holder | $1 | $503-99.8% | $14,679-100.0% | $594-99.8% |