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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,531 | $55,449-21.5% | $83,831-48.1% | $56,289-22.7% |
| Participation rate | 53.8% | 68.0%-14.2pp | 76.1%-22.3pp | 69.9%-16.0pp |
| Annual return | 6.40% | -1.38%+7.8pp | 850.99%-844.6pp | -9.96%+16.4pp |
| Employer contribution / active EE | $2,519 | $2,430+3.6% | $3,631-30.6% | $2,111+19.3% |
| Participant deferral / active EE | $4,004 | $2,935+36.4% | $4,082-1.9% | $3,350+19.5% |
| Admin fee / account holder | $386 | $656-41.1% | $5,479-92.9% | $521-25.8% |