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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 74-1625348 | Securities Custodian | $20,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,741 | $47,180-45.4% | $149,723-82.8% | $74,473-65.4% |
| Participation rate | 61.4% | 63.4%-2.0pp | 78.8%-17.4pp | 70.7%-9.4pp |
| Annual return | 14.05% | 22.75%-8.7pp | 134.50%-120.4pp | 34.36%-20.3pp |
| Employer contribution / active EE | $622 | $1,907-67.4% | $4,821-87.1% | $2,638-76.4% |
| Participant deferral / active EE | $3,087 | $2,730+13.1% | $5,682-45.7% | $4,530-31.9% |
| Admin fee / account holder | $60 | $343-82.5% | $13,215-99.5% | $347-82.7% |