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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $82,452 | $61,338+34.4% | $149,717-44.9% | $71,495+15.3% |
| Participation rate | 45.8% | 62.5%-16.8pp | 78.8%-33.0pp | 67.9%-22.2pp |
| Annual return | 9.57% | 35.86%-26.3pp | 134.41%-124.8pp | 28.85%-19.3pp |
| Employer contribution / active EE | $1,426 | $2,381-40.1% | $4,820-70.4% | $2,589-44.9% |
| Participant deferral / active EE | $1,743 | $2,919-40.3% | $5,682-69.3% | $4,291-59.4% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,213-100.0% | $1,588-100.0% |