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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,051 | $95,438+3.8% | $135,982-27.2% | $74,473+33.0% |
| Participation rate | 57.8% | 78.2%-20.4pp | 81.9%-24.2pp | 70.7%-13.0pp |
| Annual return | 37.40% | 32.61%+4.8pp | 68.32%-30.9pp | 34.36%+3.0pp |
| Employer contribution / active EE | $3,760 | $3,878-3.0% | $4,859-22.6% | $2,638+42.5% |
| Participant deferral / active EE | $9,987 | $7,790+28.2% | $7,760+28.7% | $4,530+120.5% |
| Admin fee / account holder | $294 | $259+13.4% | $10,767-97.3% | $347-15.4% |