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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,885 | $217,402-90.9% | $185,823-89.3% | $167,490-88.1% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 8.36% | 148.36%-140.0pp | 122.05%-113.7pp | 478.56%-470.2pp |
| Employer contribution / active EE | $6,768 | $5,873+15.2% | $5,167+31.0% | $4,837+39.9% |
| Participant deferral / active EE | $24,725 | $6,356+289.0% | $5,568+344.1% | $6,341+289.9% |
| Admin fee / account holder | $565 | $19,811-97.1% | $16,237-96.5% | $12,309-95.4% |