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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $57,331 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,183 | $101,499-18.0% | $147,005-43.4% | $74,546+11.6% |
| Participation rate | 64.6% | 75.5%-10.9pp | 82.2%-17.5pp | 67.2%-2.6pp |
| Annual return | 15.55% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | -$8 | $3,811-100.2% | $4,934-100.2% | $2,624-100.3% |
| Participant deferral / active EE | $17,854 | $7,304+144.4% | $8,070+121.2% | $4,347+310.7% |
| Admin fee / account holder | $184 | $1,748-89.5% | $13,006-98.6% | $1,944-90.5% |