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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,393 | $57,976+0.7% | $63,018-7.3% | $62,293-6.3% |
| Participation rate | 42.6% | 75.9%-33.4pp | 74.8%-32.2pp | 69.5%-27.0pp |
| Annual return | 27.92% | 17.54%+10.4pp | 87.62%-59.7pp | 28.90%-1.0pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,231 | $2,956-58.3% | $3,330-63.0% | $3,169-61.1% |
| Admin fee / account holder | $1 | $276-99.5% | $3,601-100.0% | $479-99.7% |