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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,292 | $55,002-68.6% | $59,899-71.1% | $56,289-69.3% |
| Participation rate | 32.3% | 75.9%-43.6pp | 74.7%-42.4pp | 69.9%-37.6pp |
| Annual return | -6.97% | 1.13%-8.1pp | 3.46%-10.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,274 | $3,121-59.2% | $3,402-62.6% | $3,350-62.0% |
| Admin fee / account holder | $84 | $236-64.4% | $3,592-97.7% | $521-83.9% |