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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,165 |
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 | $26,420 | $47,977-44.9% | $154,108-82.9% | $56,289-53.1% |
| Participation rate | 64.0% | 66.2%-2.1pp | 83.0%-19.0pp | 69.9%-5.8pp |
| Annual return | -6.18% | 3.54%-9.7pp | 735.21%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $513 | $2,169-76.4% | $5,298-90.3% | $2,111-75.7% |
| Participant deferral / active EE | $1,895 | $2,392-20.8% | $5,081-62.7% | $3,350-43.4% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |