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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $70,183 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,199 | $54,193-75.6% | $93,681-85.9% | $77,692-83.0% |
| Participation rate | 63.9% | 63.9%0pp | 68.7%-4.8pp | 70.6%-6.6pp |
| Annual return | 13.09% | 30.54%-17.5pp | 133.47%-120.4pp | 31.25%-18.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,596 | $3,144-17.4% | $4,415-41.2% | $4,648-44.2% |
| Admin fee / account holder | $176 | $576-69.4% | $8,290-97.9% | $431-59.1% |