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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $436 |
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 | $83,254 | $85,169-2.2% | $172,755-51.8% | $72,983+14.1% |
| Participation rate | 58.5% | 70.1%-11.6pp | 82.6%-24.2pp | 69.5%-11.0pp |
| Annual return | -62.22% | 27.32%-89.5pp | 802.94%-865.2pp | 81.01%-143.2pp |
| Employer contribution / active EE | $8,265 | $3,324+148.7% | $5,144+60.7% | $2,440+238.7% |
| Participant deferral / active EE | $22,158 | $3,260+579.7% | $5,198+326.3% | $3,608+514.2% |
| Admin fee / account holder | $745 | $5,880-87.3% | $13,955-94.7% | $5,124-85.5% |