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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,343 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,379 | $38,365+15.7% | $84,623-47.6% | $65,185-31.9% |
| Participation rate | 58.6% | 55.7%+3.0pp | 68.2%-9.6pp | 70.2%-11.6pp |
| Annual return | 21.86% | 32.00%-10.1pp | 258.77%-236.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $247 | $1,258-80.3% | $2,652-90.7% | $2,177-88.6% |
| Participant deferral / active EE | $1,973 | $2,278-13.4% | $3,899-49.4% | $3,514-43.8% |
| Admin fee / account holder | $343 | $451-24.1% | $4,913-93.0% | $847-59.6% |