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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $725 |
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 | $29,177 | $47,977-39.2% | $154,108-81.1% | $56,289-48.2% |
| Participation rate | 34.7% | 66.2%-31.5pp | 83.0%-48.4pp | 69.9%-35.2pp |
| Annual return | -9.67% | 3.54%-13.2pp | 735.21%-744.9pp | -9.96%+0.3pp |
| Employer contribution / active EE | $713 | $2,169-67.1% | $5,298-86.5% | $2,111-66.2% |
| Participant deferral / active EE | $1,738 | $2,392-27.3% | $5,081-65.8% | $3,350-48.1% |
| Admin fee / account holder | $327 | $438-25.3% | $13,411-97.6% | $521-37.2% |