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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 74-1625348 | Securities Custodian | $4,330 |
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 | $20,526 | $46,332-55.7% | $143,799-85.7% | $64,819-68.3% |
| Participation rate | 68.3% | 64.2%+4.1pp | 80.3%-12.0pp | 71.5%-3.2pp |
| Annual return | -10.37% | -10.05%-0.3pp | -0.04%-10.3pp | 32.84%-43.2pp |
| Employer contribution / active EE | $1,580 | $1,911-17.3% | $4,952-68.1% | $2,507-37.0% |
| Participant deferral / active EE | $2,187 | $2,647-17.4% | $5,638-61.2% | $4,311-49.3% |
| Admin fee / account holder | $10 | $154-93.5% | $14,677-99.9% | $188-94.7% |