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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $67,156 |
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.
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 | $40,592 | $105,581-61.6% | $70,494-42.4% | $90,274-55.0% |
| Participation rate | 20.2% | 77.5%-57.4pp | 75.1%-54.9pp | 73.4%-53.2pp |
| Annual return | 13.62% | 14.78%-1.2pp | 109.16%-95.5pp | 53.97%-40.4pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $888 | $3,813-76.7% | $3,711-76.1% | $4,231-79.0% |
| Admin fee / account holder | $64 | $68-5.7% | $3,848-98.3% | $114-44.2% |