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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $25,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,885 | $217,432-90.9% | $185,849-89.3% | $167,536-88.1% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 8.36% | 148.42%-140.1pp | 122.10%-113.7pp | 478.82%-470.5pp |
| Employer contribution / active EE | $6,768 | $5,875+15.2% | $5,169+30.9% | $4,839+39.9% |
| Participant deferral / active EE | $24,725 | $6,357+288.9% | $5,569+344.0% | $6,342+289.8% |
| Admin fee / account holder | $565 | $19,818-97.1% | $16,244-96.5% | $12,315-95.4% |