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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $490 |
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 | $19,647 | $46,966-58.2% | $185,117-89.4% | $69,631-71.8% |
| Participation rate | 16.3% | 65.3%-49.0pp | 77.3%-61.0pp | 70.7%-54.4pp |
| Annual return | 18.94% | 22.36%-3.4pp | 40.50%-21.6pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $576 | $3,017-80.9% | $5,045-88.6% | $3,224-82.1% |
| Admin fee / account holder | $19 | $94-79.3% | $8,159-99.8% | $110-82.4% |