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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5570651 | Recordkeeping | $24,410 |
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 | $29,927 | $43,504-31.2% | $68,612-56.4% | $56,287-46.8% |
| Participation rate | 21.4% | 67.8%-46.5pp | 72.2%-50.9pp | 69.9%-48.5pp |
| Annual return | -6.56% | -3.15%-3.4pp | -4.63%-1.9pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $884 | $2,509-64.8% | $3,311-73.3% | $3,350-73.6% |
| Admin fee / account holder | $330 | $515-35.9% | $5,131-93.6% | $521-36.7% |