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| Provider | Service type | Compensation |
|---|---|---|
ABIP PC1 year Service code 10 · EIN 76-0689865 | Accounting | $16,800 |
Filed as: RETIREMENT PLAN FIDUCIARIES Service code 10 · EIN 74-2589344 | Accounting | $9,250 |
RETIREMENT HORIZONS INC.3+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $6,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,329 | $23,224+17.7% | $71,086-61.6% | $55,725-51.0% |
| Participation rate | 18.1% | 37.9%-19.8pp | 54.7%-36.6pp | 70.9%-52.8pp |
| Annual return | 4.72% | -2.87%+7.6pp | 650.59%-645.9pp | 244.93%-240.2pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $302 | $929-67.5% | $1,874-83.9% | $3,356-91.0% |
| Admin fee / account holder | $303 | $118+156.8% | $3,082-90.2% | $115+162.9% |