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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $25,380 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,654 | $65,125-22.2% | $143,797-64.8% | $66,949-24.3% |
| Participation rate | 38.2% | 65.2%-27.0pp | 80.3%-42.1pp | 69.8%-31.6pp |
| Annual return | -18.33% | -11.13%-7.2pp | -0.04%-18.3pp | 1.57%-19.9pp |
| Employer contribution / active EE | $581 | $2,362-75.4% | $4,952-88.3% | $2,545-77.2% |
| Participant deferral / active EE | $961 | $2,920-67.1% | $5,638-83.0% | $4,239-77.3% |
| Admin fee / account holder | $397 | $503-21.1% | $14,679-97.3% | $594-33.2% |