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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,499 | $55,636-16.4% | $81,991-43.3% | $73,493-36.7% |
| Participation rate | 37.2% | 62.3%-25.1pp | 69.3%-32.1pp | 70.7%-33.5pp |
| Annual return | 12.77% | 19.07%-6.3pp | 41.31%-28.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $906 | $1,625-44.2% | $2,498-63.7% | $2,270-60.1% |
| Participant deferral / active EE | $1,987 | $2,762-28.1% | $3,722-46.6% | $3,740-46.9% |
| Admin fee / account holder | $465 | $493-5.7% | $5,665-91.8% | $513-9.4% |