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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,669 | $89,465-68.0% | $165,100-82.6% | $77,762-63.1% |
| Participation rate | 50.3% | 78.6%-28.3pp | 78.6%-28.3pp | 70.6%-20.2pp |
| Annual return | 12.18% | 28.86%-16.7pp | 70.21%-58.0pp | 31.27%-19.1pp |
| Employer contribution / active EE | $2,128 | $2,565-17.0% | $4,348-51.1% | $2,728-22.0% |
| Participant deferral / active EE | $2,001 | $4,904-59.2% | $6,035-66.9% | $4,651-57.0% |
| Admin fee / account holder | $92 | $340-72.9% | $12,696-99.3% | $433-78.8% |