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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $272 |
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 | $39,782 | $62,928-36.8% | $172,752-77.0% | $67,579-41.1% |
| Participation rate | 61.1% | 64.5%-3.3pp | 82.6%-21.5pp | 71.3%-10.1pp |
| Annual return | 23.50% | 30.36%-6.9pp | 802.97%-779.5pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,104 | $1,636-32.5% | $5,144-78.5% | $2,148-48.6% |
| Participant deferral / active EE | $3,401 | $2,145+58.6% | $5,198-34.6% | $3,539-3.9% |
| Admin fee / account holder | $305 | $167+83.3% | $13,955-97.8% | $142+114.6% |