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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $39,829 |
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 | $56,852 | $95,438-40.4% | $135,982-58.2% | $74,473-23.7% |
| Participation rate | 66.2% | 78.2%-12.0pp | 81.9%-15.7pp | 70.7%-4.5pp |
| Annual return | 25.86% | 32.61%-6.7pp | 68.32%-42.5pp | 34.36%-8.5pp |
| Employer contribution / active EE | $15 | $3,878-99.6% | $4,859-99.7% | $2,638-99.4% |
| Participant deferral / active EE | $12,279 | $7,790+57.6% | $7,760+58.2% | $4,530+171.1% |
| Admin fee / account holder | $86 | $259-66.8% | $10,767-99.2% | $347-75.3% |