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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $992 |
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 | $25,175 | $55,453-54.6% | $170,435-85.2% | $62,293-59.6% |
| Participation rate | 39.3% | 66.4%-27.1pp | 83.6%-44.3pp | 69.5%-30.2pp |
| Annual return | 14.62% | 21.38%-6.8pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $594 | $2,164-72.5% | $5,432-89.1% | $2,042-70.9% |
| Participant deferral / active EE | $1,188 | $2,303-48.4% | $4,939-75.9% | $3,169-62.5% |
| Admin fee / account holder | $20 | $455-95.6% | $13,881-99.9% | $479-95.8% |