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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,557 | $40,174-9.0% | $84,023-56.5% | $67,582-45.9% |
| Participation rate | 45.2% | 62.7%-17.5pp | 69.0%-23.8pp | 71.3%-26.1pp |
| Annual return | 27.79% | 25.82%+2.0pp | 71.32%-43.5pp | 378.57%-350.8pp |
| Employer contribution / active EE | $679 | $808-15.9% | $1,984-65.8% | $2,148-68.4% |
| Participant deferral / active EE | $1,820 | $2,301-20.9% | $3,239-43.8% | $3,539-48.6% |
| Admin fee / account holder | $31 | $128-76.0% | $6,102-99.5% | $142-78.3% |