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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,566 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,690 | $73,638-28.4% | $95,960-45.1% | $73,493-28.3% |
| Participation rate | 32.1% | 76.2%-44.0pp | 77.1%-44.9pp | 70.7%-38.5pp |
| Annual return | 16.15% | 16.78%-0.6pp | 91.63%-75.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $773 | $1,863-58.5% | $2,541-69.6% | $2,270-66.0% |
| Participant deferral / active EE | $1,208 | $3,617-66.6% | $4,167-71.0% | $3,740-67.7% |
| Admin fee / account holder | $108 | $482-77.7% | $6,797-98.4% | $513-79.0% |