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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $40,660 |
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 | $49,955 | $50,919-1.9% | $155,556-67.9% | $77,762-35.8% |
| Participation rate | 30.0% | 63.1%-33.1pp | 78.2%-48.3pp | 70.6%-40.6pp |
| Annual return | 13.02% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $767 | $1,991-61.5% | $4,675-83.6% | $2,728-71.9% |
| Participant deferral / active EE | $1,294 | $2,824-54.2% | $5,631-77.0% | $4,651-72.2% |
| Admin fee / account holder | $307 | $437-29.7% | $15,885-98.1% | $433-29.1% |