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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 4568 E CAMP LOWELL · TUCSON, AZ 85712 | Custodial (other than securities) | $5,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $14,352 | $65,125-78.0% | $143,797-90.0% | $66,949-78.6% |
| Participation rate | 31.0% | 65.2%-34.2pp | 80.3%-49.4pp | 69.8%-38.9pp |
| Annual return | -14.74% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $28 | $2,362-98.8% | $4,952-99.4% | $2,545-98.9% |
| Participant deferral / active EE | $1,210 | $2,920-58.6% | $5,638-78.5% | $4,239-71.4% |
| Admin fee / account holder | $88 | $503-82.5% | $14,679-99.4% | $594-85.2% |