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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,051 | $66,528-26.3% | $86,615-43.4% | $86,821-43.5% |
| Participation rate | 35.3% | 72.4%-37.1pp | 71.6%-36.3pp | 72.3%-37.0pp |
| Annual return | 13.75% | 19.56%-5.8pp | 63.51%-49.8pp | 97.94%-84.2pp |
| Employer contribution / active EE | $636 | $2,007-68.3% | $2,496-74.5% | $2,406-73.6% |
| Participant deferral / active EE | $1,526 | $3,240-52.9% | $3,699-58.8% | $4,132-63.1% |
| Admin fee / account holder | $216 | $148+46.1% | $5,830-96.3% | $170+27.6% |