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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5570651 | Recordkeeping | $16,702 |
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.)
Annual investment return 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 | $47,313 | $66,302-28.6% | $110,243-57.1% | $56,289-15.9% |
| Participation rate | 31.3% | 74.9%-43.7pp | 79.8%-48.6pp | 69.9%-38.6pp |
| Annual return | -7.17% | -1.18%-6.0pp | 314.76%-321.9pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,121 | $3,381-37.3% | $4,672-54.6% | $3,350-36.7% |
| Admin fee / account holder | $315 | $698-54.9% | $8,548-96.3% | $521-39.5% |