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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $55,971 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,501 | $106,236-31.8% | $112,249-35.4% | $64,819+11.9% |
| Participation rate | 30.7% | 71.7%-41.0pp | 75.1%-44.4pp | 71.5%-40.8pp |
| Annual return | -18.36% | -6.02%-12.3pp | 27.48%-45.8pp | 32.84%-51.2pp |
| Employer contribution / active EE | $1,173 | $3,166-63.0% | $3,636-67.7% | $2,507-53.2% |
| Participant deferral / active EE | $2,349 | $3,785-37.9% | $4,729-50.3% | $4,311-45.5% |
| Admin fee / account holder | $522 | $452+15.5% | $6,412-91.9% | $188+177.7% |