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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,531 | $65,092-45.4% | $143,799-75.3% | $66,938-46.9% |
| Participation rate | 61.4% | 65.2%-3.8pp | 80.3%-18.9pp | 69.8%-8.4pp |
| Annual return | -15.05% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,313 | $2,362-44.4% | $4,952-73.5% | $2,545-48.4% |
| Participant deferral / active EE | $2,601 | $2,920-10.9% | $5,638-53.9% | $4,238-38.6% |
| Admin fee / account holder | $122 | $502-75.7% | $14,677-99.2% | $594-79.4% |