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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP3 years Service code 15 · EIN 35-0921680 | Recordkeeping | $28,256 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $27,706 |
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 | $40,274 | $61,473-34.5% | $81,716-50.7% | $73,412-45.1% |
| Participation rate | 28.9% | 72.4%-43.5pp | 72.0%-43.1pp | 72.2%-43.3pp |
| Annual return | 17.14% | 28.26%-11.1pp | 29.49%-12.4pp | 59.30%-42.2pp |
| Employer contribution / active EE | $604 | $1,898-68.2% | $4,310-86.0% | $2,234-73.0% |
| Participant deferral / active EE | $1,475 | $3,080-52.1% | $7,108-79.2% | $3,806-61.2% |
| Admin fee / account holder | $286 | $125+127.6% | $5,159-94.5% | $158+80.8% |