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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,906 | $47,977-43.9% | $154,108-82.5% | $56,289-52.2% |
| Participation rate | 67.3% | 66.2%+1.1pp | 83.0%-15.8pp | 69.9%-2.6pp |
| Annual return | -5.13% | 3.54%-8.7pp | 735.21%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,201 | $2,392-8.0% | $5,081-56.7% | $3,350-34.3% |
| Admin fee / account holder | $3 | $438-99.4% | $13,411-100.0% | $521-99.5% |