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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,046 | $42,582-57.6% | $171,082-89.5% | $57,658-68.7% |
| Participation rate | 14.7% | 63.9%-49.2pp | 76.7%-62.0pp | 70.2%-55.6pp |
| Annual return | 14.17% | 308.67%-294.5pp | 32.56%-18.4pp | 5.13%+9.0pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $523 | $2,933-82.2% | $4,797-89.1% | $3,061-82.9% |
| Admin fee / account holder | $27 | $82-67.6% | $8,520-99.7% | $95-71.8% |