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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,270 |
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.)
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 | $9,875 | $183,627-94.6% | $155,602-93.7% | $145,978-93.2% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 18.61% | 61.32%-42.7pp | 64.81%-46.2pp | 550.52%-531.9pp |
| Employer contribution / active EE | $7,635 | $5,316+43.6% | $4,675+63.3% | $4,662+63.8% |
| Participant deferral / active EE | $27,630 | $6,466+327.3% | $5,629+390.9% | $6,690+313.0% |
| Admin fee / account holder | $2,246 | $19,327-88.4% | $15,923-85.9% | $13,400-83.2% |