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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,085 |
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 | $39,137 | $85,135-54.0% | $98,920-60.4% | $73,412-46.7% |
| Participation rate | 66.8% | 81.1%-14.4pp | 76.0%-9.3pp | 72.2%-5.4pp |
| Annual return | 17.58% | 19.14%-1.6pp | 196.47%-178.9pp | 59.30%-41.7pp |
| Employer contribution / active EE | $767 | $2,721-71.8% | $2,689-71.5% | $2,234-65.7% |
| Participant deferral / active EE | $2,589 | $4,349-40.5% | $4,245-39.0% | $3,806-32.0% |
| Admin fee / account holder | $2 | $139-98.7% | $6,643-100.0% | $158-98.9% |