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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $26,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,535 | $61,172-1.0% | $185,851-67.4% | $79,389-23.7% |
| Participation rate | 38.0% | 66.6%-28.7pp | 81.7%-43.7pp | 70.7%-32.7pp |
| Annual return | 12.49% | 19.45%-7.0pp | 122.11%-109.6pp | 116.89%-104.4pp |
| Employer contribution / active EE | $632 | $2,321-72.8% | $5,168-87.8% | $2,428-74.0% |
| Participant deferral / active EE | $1,066 | $2,788-61.8% | $5,569-80.9% | $4,046-73.7% |
| Admin fee / account holder | $408 | $710-42.5% | $16,245-97.5% | $626-34.8% |