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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,120 | $33,745-49.3% | $64,105-73.3% | $55,191-69.0% |
| Participation rate | 62.9% | 59.4%+3.5pp | 68.2%-5.3pp | 69.2%-6.3pp |
| Annual return | -1.67% | 4.95%-6.6pp | 791.24%-792.9pp | 10.78%-12.4pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,264 | $1,929+17.3% | $2,822-19.8% | $3,046-25.7% |
| Admin fee / account holder | $17 | $94-81.7% | $4,499-99.6% | $91-81.0% |