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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,982 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,848 | $88,515-10.9% | $162,177-51.4% | $67,579+16.7% |
| Participation rate | 78.7% | 86.8%-8.1pp | 87.6%-8.9pp | 71.3%+7.4pp |
| Annual return | 23.53% | 27.04%-3.5pp | 115.60%-92.1pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,993 | $3,563-44.1% | $5,613-64.5% | $2,148-7.2% |
| Participant deferral / active EE | $3,025 | $5,724-47.1% | $7,297-58.5% | $3,539-14.5% |
| Admin fee / account holder | $540 | $124+336.7% | $10,843-95.0% | $142+279.5% |