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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,556 | $49,451+32.6% | $79,580-17.6% | $66,938-2.1% |
| Participation rate | 43.3% | 61.3%-18.0pp | 69.5%-26.2pp | 69.8%-26.5pp |
| Annual return | -13.64% | 84.25%-97.9pp | 0.15%-13.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,993 | $3,159-5.2% | $3,985-24.9% | $4,238-29.4% |
| Admin fee / account holder | $73 | $595-87.8% | $6,835-98.9% | $594-87.8% |