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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,401 |
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 | $59,546 | $46,332+28.5% | $143,799-58.6% | $64,819-8.1% |
| Participation rate | 65.7% | 64.2%+1.4pp | 80.3%-14.7pp | 71.5%-5.8pp |
| Annual return | -13.09% | -10.05%-3.0pp | -0.04%-13.0pp | 32.84%-45.9pp |
| Employer contribution / active EE | $2,070 | $1,911+8.3% | $4,952-58.2% | $2,507-17.4% |
| Participant deferral / active EE | $4,212 | $2,647+59.1% | $5,638-25.3% | $4,311-2.3% |
| Admin fee / account holder | $49 | $154-68.1% | $14,677-99.7% | $188-73.9% |