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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $66,895 |
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 | $62,094 | $55,437+12.0% | $155,534-60.1% | $74,459-16.6% |
| Participation rate | 66.9% | 61.9%+5.0pp | 78.2%-11.3pp | 67.2%-0.3pp |
| Annual return | 19.74% | 269.58%-249.8pp | 64.92%-45.2pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,808 | $2,837+104.7% | $5,630+3.2% | $4,350+33.5% |
| Admin fee / account holder | $14 | $1,742-99.2% | $15,900-99.9% | $1,945-99.3% |