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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,301 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,497 | $49,896+113.4% | $80,627+32.1% | $75,173+41.7% |
| Participation rate | 66.0% | 55.3%+10.7pp | 67.0%-1.0pp | 67.2%-1.2pp |
| Annual return | 15.12% | 34.67%-19.6pp | 936.76%-921.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $2,774 | $1,699+63.3% | $2,723+1.9% | $2,671+3.9% |
| Participant deferral / active EE | $12,886 | $2,992+330.7% | $4,443+190.0% | $4,126+212.3% |
| Admin fee / account holder | $811 | $3,578-77.3% | $5,381-84.9% | $5,651-85.6% |