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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP2+ years Filed as: CROWE HORWATH, LLP Service code 15 · EIN 35-0921680 | Recordkeeping | $14,417 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $206 |
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 | $39,113 | $50,106-21.9% | $69,779-43.9% | $57,658-32.2% |
| Participation rate | 28.0% | 70.9%-42.8pp | 71.8%-43.8pp | 70.2%-42.2pp |
| Annual return | 7.45% | 14.58%-7.1pp | 12.99%-5.5pp | 5.13%+2.3pp |
| Employer contribution / active EE | $619 | $1,739-64.4% | $2,338-73.5% | $1,974-68.6% |
| Participant deferral / active EE | $1,360 | $2,486-45.3% | $2,931-53.6% | $3,061-55.5% |
| Admin fee / account holder | $168 | $89+88.4% | $4,381-96.2% | $95+77.8% |