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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,555 |
HHH CPA GROUP LLC1 year Service code 10 · EIN 20-3767687 | Accounting | $8,000 |
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 | $39,164 | $58,344-32.9% | $98,506-60.2% | $86,821-54.9% |
| Participation rate | 22.1% | 68.4%-46.3pp | 73.3%-51.3pp | 72.3%-50.2pp |
| Annual return | 13.98% | 43.47%-29.5pp | 1494.92%-1480.9pp | 97.94%-84.0pp |
| Employer contribution / active EE | $417 | $2,008-79.2% | $2,961-85.9% | $2,406-82.7% |
| Participant deferral / active EE | $919 | $3,156-70.9% | $4,277-78.5% | $4,132-77.8% |
| Admin fee / account holder | $129 | $138-6.5% | $5,955-97.8% | $170-24.0% |