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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $4,392 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,812 | $50,812+29.5% | $155,602-57.7% | $77,692-15.3% |
| Participation rate | 59.6% | 63.1%-3.5pp | 78.2%-18.6pp | 70.6%-11.0pp |
| Annual return | 12.18% | 34.85%-22.7pp | 64.81%-52.6pp | 31.25%-19.1pp |
| Employer contribution / active EE | $930 | $1,989-53.2% | $4,675-80.1% | $2,726-65.9% |
| Participant deferral / active EE | $2,696 | $2,822-4.5% | $5,629-52.1% | $4,648-42.0% |
| Admin fee / account holder | $433 | $436-0.8% | $15,923-97.3% | $431+0.5% |