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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,516 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,798 | $37,044+64.1% | $71,796-15.3% | $57,658+5.4% |
| Participation rate | 34.3% | 61.1%-26.9pp | 69.1%-34.8pp | 70.2%-36.0pp |
| Annual return | 5.70% | 12.64%-6.9pp | 78.04%-72.3pp | 5.13%+0.6pp |
| Employer contribution / active EE | $215 | $720-70.2% | $1,924-88.8% | $1,974-89.1% |
| Participant deferral / active EE | $1,825 | $1,974-7.5% | $2,794-34.7% | $3,061-40.4% |
| Admin fee / account holder | $7 | $101-93.0% | $4,815-99.9% | $95-92.6% |