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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 | $78,562+52.0% | $105,608+13.1% | $74,429+60.5% |
| Participation rate | 61.5% | 72.8%-11.3pp | 75.3%-13.7pp | 67.2%-5.7pp |
| Annual return | 10.49% | 15.94%-5.5pp | 116.50%-106.0pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $4,849 | $2,521+92.3% | $3,167+53.1% | $2,625+84.7% |
| Participant deferral / active EE | $8,530 | $4,321+97.4% | $5,010+70.3% | $4,348+96.2% |
| Admin fee / account holder | $499 | $2,217-77.5% | $11,028-95.5% | $1,944-74.3% |