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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $5,199 | $27,330-81.0% | $67,704-92.3% | $55,191-90.6% |
| Participation rate | 32.9% | 47.5%-14.7pp | 67.5%-34.6pp | 69.2%-36.3pp |
| Annual return | -2.83% | 8.81%-11.6pp | 25.41%-28.2pp | 10.78%-13.6pp |
| Employer contribution / active EE | $141 | $855-83.5% | $2,559-94.5% | $1,899-92.6% |
| Participant deferral / active EE | $429 | $1,709-74.9% | $3,585-88.0% | $3,046-85.9% |
| Admin fee / account holder | $72 | $109-33.8% | $4,255-98.3% | $91-20.3% |