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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 15 · EIN 35-0921680 | Recordkeeping | $21,968 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $33,946 | $48,261-29.7% | $68,612-50.5% | $55,725-39.1% |
| Participation rate | 37.1% | 71.0%-34.0pp | 72.2%-35.2pp | 70.9%-33.8pp |
| Annual return | -6.71% | -2.61%-4.1pp | -4.63%-2.1pp | 244.93%-251.6pp |
| Employer contribution / active EE | $894 | $1,742-48.7% | $2,625-65.9% | $2,078-57.0% |
| Participant deferral / active EE | $1,945 | $2,712-28.3% | $3,311-41.3% | $3,356-42.0% |
| Admin fee / account holder | $167 | $126+32.6% | $5,131-96.7% | $115+45.3% |