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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,258 | $65,437+18.1% | $86,698-10.9% | $66,949+15.4% |
| Participation rate | 67.0% | 75.5%-8.5pp | 76.6%-9.6pp | 69.8%-2.8pp |
| Annual return | -16.83% | -10.91%-5.9pp | 35.96%-52.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,184 | $2,154-45.0% | $2,837-58.3% | $2,545-53.5% |
| Participant deferral / active EE | $4,321 | $4,102+5.3% | $4,656-7.2% | $4,239+1.9% |
| Admin fee / account holder | $672 | $642+4.6% | $7,492-91.0% | $594+13.1% |