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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,843 | $37,213-30.6% | $156,551-83.5% | $63,975-59.6% |
| Participation rate | 67.0% | 65.0%+2.0pp | 84.0%-17.1pp | 71.1%-4.2pp |
| Annual return | 6.82% | 47.89%-41.1pp | 32.23%-25.4pp | 48.65%-41.8pp |
| Employer contribution / active EE | $1,154 | $1,357-15.0% | $5,501-79.0% | $2,182-47.1% |
| Participant deferral / active EE | $1,411 | $2,070-31.9% | $4,871-71.0% | $3,356-58.0% |
| Admin fee / account holder | $49 | $56-13.5% | $13,028-99.6% | $70-30.9% |