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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,754 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,456 | $42,548+56.2% | $74,549-10.9% | $56,287+18.1% |
| Participation rate | 67.1% | 60.5%+6.7pp | 69.1%-2.0pp | 69.9%-2.7pp |
| Annual return | -3.30% | 12.40%-15.7pp | 32.53%-35.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $518 | $855-39.5% | $1,961-73.6% | $2,111-75.5% |
| Participant deferral / active EE | $3,493 | $2,277+53.4% | $3,108+12.4% | $3,350+4.3% |
| Admin fee / account holder | $302 | $467-35.3% | $5,059-94.0% | $521-42.0% |