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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,311 |
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 | $48,609 | $43,133+12.7% | $89,414-45.6% | $73,493-33.9% |
| Participation rate | 61.2% | 55.0%+6.3pp | 68.0%-6.8pp | 70.7%-9.5pp |
| Annual return | 16.27% | 135.66%-119.4pp | 245.50%-229.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $265 | $1,438-81.6% | $2,586-89.8% | $2,270-88.3% |
| Participant deferral / active EE | $1,928 | $2,445-21.1% | $3,890-50.4% | $3,740-48.4% |
| Admin fee / account holder | $340 | $444-23.3% | $4,883-93.0% | $513-33.7% |