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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $582 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,488 | $54,320-69.6% | $67,652-75.6% | $52,331-68.5% |
| Participation rate | 61.8% | 73.6%-11.8pp | 75.7%-13.8pp | 68.1%-6.3pp |
| Annual return | -4.63% | 6.81%-11.4pp | 6625.40%-6630.0pp | 4.54%-9.2pp |
| Employer contribution / active EE | $1,238 | $1,544-19.8% | $2,266-45.3% | $1,882-34.2% |
| Participant deferral / active EE | $1,784 | $2,950-39.5% | $3,560-49.9% | $3,022-41.0% |
| Admin fee / account holder | $57 | $527-89.1% | $4,821-98.8% | $592-90.3% |