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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $10,779 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,259 | $46,732-58.8% | $156,551-87.7% | $55,167-65.1% |
| Participation rate | 50.4% | 65.8%-15.4pp | 84.0%-33.6pp | 69.0%-18.6pp |
| Annual return | -0.35% | 17.72%-18.1pp | 32.23%-32.6pp | 169.23%-169.6pp |
| Employer contribution / active EE | $412 | $2,105-80.4% | $5,501-92.5% | $1,963-79.0% |
| Participant deferral / active EE | $1,176 | $2,204-46.7% | $4,871-75.9% | $3,054-61.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |