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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,603 | $64,176+2.2% | $112,263-41.6% | $66,949-2.0% |
| Participation rate | 58.9% | 68.4%-9.6pp | 75.1%-16.2pp | 69.8%-11.0pp |
| Annual return | -15.17% | -13.80%-1.4pp | 27.49%-42.7pp | 1.57%-16.7pp |
| Employer contribution / active EE | $1,279 | $3,007-57.5% | $3,636-64.8% | $2,545-49.8% |
| Participant deferral / active EE | $3,768 | $3,694+2.0% | $4,729-20.3% | $4,239-11.1% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |