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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,484 |
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 | $24,659 | $47,977-48.6% | $154,108-84.0% | $56,289-56.2% |
| Participation rate | 39.3% | 66.2%-26.8pp | 83.0%-43.7pp | 69.9%-30.5pp |
| Annual return | -6.44% | 3.54%-10.0pp | 735.21%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $539 | $2,169-75.2% | $5,298-89.8% | $2,111-74.5% |
| Participant deferral / active EE | $1,034 | $2,392-56.8% | $5,081-79.7% | $3,350-69.1% |
| Admin fee / account holder | $80 | $438-81.8% | $13,411-99.4% | $521-84.7% |