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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $41,322 |
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 | $74,598 | $45,602+63.6% | $117,529-36.5% | $66,949+11.4% |
| Participation rate | 68.5% | 57.6%+10.8pp | 70.6%-2.1pp | 69.8%-1.4pp |
| Annual return | -18.46% | -16.74%-1.7pp | 29.77%-48.2pp | 1.57%-20.0pp |
| Employer contribution / active EE | $487 | $1,579-69.2% | $4,179-88.4% | $2,545-80.9% |
| Participant deferral / active EE | $2,264 | $2,845-20.4% | $4,072-44.4% | $4,239-46.6% |
| Admin fee / account holder | $435 | $661-34.1% | $5,645-92.3% | $594-26.7% |