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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $231,003 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,648 | $2,687,218-96.3% | $165,071-40.2% | $199,960-50.7% |
| Participation rate | 50.6% | 78.3%-27.7pp | 78.6%-28.0pp | 72.0%-21.4pp |
| Annual return | 17.51% | 17.94%-0.4pp | 70.17%-52.7pp | 34.28%-16.8pp |
| Employer contribution / active EE | $1,211 | $2,958-59.1% | $4,347-72.1% | $3,036-60.1% |
| Participant deferral / active EE | $3,006 | $5,002-39.9% | $6,035-50.2% | $5,087-40.9% |
| Admin fee / account holder | $390 | $1,988-80.4% | $12,695-96.9% | $269+44.6% |