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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,690 | $39,819-65.6% | $67,834-79.8% | $57,658-76.3% |
| Participation rate | 42.2% | 61.2%-19.0pp | 68.8%-26.6pp | 70.2%-28.0pp |
| Annual return | 8.85% | 9.19%-0.3pp | 138.47%-129.6pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,220 | $2,209-44.8% | $3,160-61.4% | $3,061-60.1% |
| Admin fee / account holder | $95 | $84+13.3% | $4,622-98.0% | $95+0.2% |