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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP2 years Service code 15 · EIN 35-0921680 | Recordkeeping | $24,914 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,412 |
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 | $38,101 | $55,790-31.7% | $76,657-50.3% | $67,579-43.6% |
| Participation rate | 33.6% | 71.1%-37.5pp | 72.1%-38.5pp | 71.3%-37.7pp |
| Annual return | 21.13% | 64.45%-43.3pp | 1166.74%-1145.6pp | 378.56%-357.4pp |
| Employer contribution / active EE | $705 | $1,810-61.1% | $2,303-69.4% | $2,148-67.2% |
| Participant deferral / active EE | $1,737 | $2,875-39.6% | $3,335-47.9% | $3,539-50.9% |
| Admin fee / account holder | $168 | $159+5.4% | $6,423-97.4% | $142+17.8% |