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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,096 |
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 | $119,439 | $78,483+52.2% | $106,201+12.5% | $74,546+60.2% |
| Participation rate | 61.5% | 72.8%-11.3pp | 75.3%-13.8pp | 67.2%-5.7pp |
| Annual return | 10.49% | 15.94%-5.5pp | 116.26%-105.8pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $4,849 | $2,522+92.3% | $3,170+53.0% | $2,624+84.8% |
| Participant deferral / active EE | $8,530 | $4,320+97.4% | $5,012+70.2% | $4,347+96.2% |
| Admin fee / account holder | $499 | $2,236-77.7% | $11,039-95.5% | $1,944-74.3% |