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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $15,742 | $55,002-71.4% | $59,883-73.7% | $56,287-72.0% |
| Participation rate | 63.9% | 75.9%-12.1pp | 74.7%-10.8pp | 69.9%-6.0pp |
| Annual return | -8.76% | 1.13%-9.9pp | 3.46%-12.2pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,051 | $2,448-57.1% | $2,722-61.4% | $2,111-50.2% |
| Participant deferral / active EE | $1,379 | $3,121-55.8% | $3,402-59.4% | $3,350-58.8% |
| Admin fee / account holder | $13 | $236-94.6% | $3,591-99.6% | $521-97.6% |