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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $726 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,182 | $76,696+4.5% | $96,538-16.9% | $71,529+12.1% |
| Participation rate | 58.4% | 66.6%-8.2pp | 74.3%-15.9pp | 67.9%-9.5pp |
| Annual return | 10.89% | 48.32%-37.4pp | 35.74%-24.9pp | 28.97%-18.1pp |
| Employer contribution / active EE | $1,390 | $3,032-54.2% | $3,740-62.8% | $2,590-46.3% |
| Participant deferral / active EE | $4,227 | $3,770+12.1% | $4,880-13.4% | $4,291-1.5% |
| Admin fee / account holder | $384 | $2,030-81.1% | $6,737-94.3% | $1,588-75.8% |