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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $22,061 |
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.
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 | $26,807 | $84,482-68.3% | $125,363-78.6% | $66,930-59.9% |
| Participation rate | 20.6% | 76.4%-55.9pp | 82.4%-61.8pp | 69.8%-49.3pp |
| Annual return | -21.14% | -8.49%-12.7pp | 572.15%-593.3pp | 1.57%-22.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,440 | $6,782-34.5% | $7,447-40.4% | $4,238+4.8% |
| Admin fee / account holder | $245 | $685-64.2% | $10,005-97.6% | $593-58.7% |