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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $3,142 | $58,888-94.7% | $178,499-98.2% | $73,493-95.7% |
| Participation rate | 68.8% | 66.2%+2.6pp | 81.9%-13.1pp | 70.7%-1.9pp |
| Annual return | 19.64% | 24.86%-5.2pp | 151.10%-131.5pp | 28.51%-8.9pp |
| Employer contribution / active EE | $414 | $2,236-81.5% | $5,011-91.7% | $2,270-81.8% |
| Participant deferral / active EE | $767 | $2,568-70.1% | $5,202-85.3% | $3,740-79.5% |
| Admin fee / account holder | $16 | $400-95.9% | $13,986-99.9% | $513-96.8% |