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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,119 |
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 | $48,860 | $59,006-17.2% | $97,197-49.7% | $74,429-34.4% |
| Participation rate | 38.9% | 63.7%-24.8pp | 72.7%-33.8pp | 67.2%-28.3pp |
| Annual return | 14.01% | 16.04%-2.0pp | 75.47%-61.5pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,064 | $3,671+65.2% | $4,263+42.2% | $4,348+39.4% |
| Admin fee / account holder | $170 | $1,974-91.4% | $5,637-97.0% | $1,944-91.2% |