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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $13,652 | $36,916-63.0% | $156,551-91.3% | $57,658-76.3% |
| Participation rate | 36.8% | 63.4%-26.6pp | 84.0%-47.2pp | 70.2%-33.4pp |
| Annual return | 8.23% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $412 | $1,571-73.7% | $5,501-92.5% | $1,974-79.1% |
| Participant deferral / active EE | $642 | $1,926-66.6% | $4,871-86.8% | $3,061-79.0% |
| Admin fee / account holder | $13 | $82-84.0% | $13,028-99.9% | $95-86.0% |