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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,587 | $48,576+55.6% | $169,452-55.4% | $56,289+34.3% |
| Participation rate | 64.4% | 65.8%-1.4pp | 77.8%-13.4pp | 69.9%-5.4pp |
| Annual return | -2.88% | -2.51%-0.4pp | 1.83%-4.7pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,211 | $1,559-22.3% | $4,157-70.9% | $2,111-42.7% |
| Participant deferral / active EE | $4,229 | $3,275+29.1% | $5,277-19.9% | $3,350+26.2% |
| Admin fee / account holder | $241 | $435-44.7% | $9,110-97.4% | $521-53.8% |