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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 | Recordkeeping | $75,244 |
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 | $103,185 | $54,193+90.4% | $93,654+10.2% | $77,671+32.8% |
| Participation rate | 40.0% | 63.9%-23.9pp | 68.7%-28.7pp | 70.6%-30.6pp |
| Annual return | 14.39% | 30.54%-16.2pp | 133.34%-119.0pp | 31.21%-16.8pp |
| Employer contribution / active EE | $737 | $1,168-36.9% | $2,421-69.6% | $2,726-73.0% |
| Participant deferral / active EE | $2,638 | $3,144-16.1% | $4,413-40.2% | $4,648-43.2% |
| Admin fee / account holder | $456 | $576-20.8% | $8,282-94.5% | $430+6.0% |