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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Float revenue; Sub-transfer agency fe... | $12,215 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,363 | $42,546-52.1% | $71,796-71.6% | $55,167-63.1% |
| Participation rate | 51.2% | 59.1%-7.9pp | 69.1%-17.9pp | 69.0%-17.7pp |
| Annual return | 11.31% | 12.36%-1.0pp | 78.04%-66.7pp | 169.23%-157.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,030 | $2,064-50.1% | $2,794-63.1% | $3,054-66.3% |
| Admin fee / account holder | $88 | $650-86.5% | $4,815-98.2% | $504-82.6% |