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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $52,965 | $37,463+41.4% | $77,096-31.3% | $66,938-20.9% |
| Participation rate | 10.9% | 52.9%-42.0pp | 67.9%-57.0pp | 69.8%-58.9pp |
| Annual return | -18.67% | -3.25%-15.4pp | 42.35%-61.0pp | 1.58%-20.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,280 | $2,621-51.2% | $4,429-71.1% | $4,238-69.8% |
| Admin fee / account holder | $178 | $568-68.6% | $5,428-96.7% | $594-70.0% |