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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $3,030 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,936 | $79,223+12.3% | $102,460-13.2% | $74,478+19.4% |
| Participation rate | 69.6% | 74.8%-5.2pp | 76.5%-6.9pp | 67.2%+2.4pp |
| Annual return | 24.86% | 54.98%-30.1pp | 29.47%-4.6pp | 1370.56%-1345.7pp |
| Employer contribution / active EE | $263 | $2,363-88.9% | $3,025-91.3% | $2,626-90.0% |
| Participant deferral / active EE | $2,388 | $4,417-45.9% | $5,056-52.8% | $4,350-45.1% |
| Admin fee / account holder | $39 | $2,003-98.0% | $9,460-99.6% | $1,946-98.0% |