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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $76,773 |
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 | $99,219 | $88,087+12.6% | $164,866-39.8% | $74,546+33.1% |
| Participation rate | 63.6% | 73.1%-9.4pp | 78.6%-15.0pp | 67.2%-3.6pp |
| Annual return | 14.02% | 17.27%-3.3pp | 69.97%-56.0pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $2,080 | $2,595-19.9% | $4,343-52.1% | $2,624-20.7% |
| Participant deferral / active EE | $5,570 | $4,499+23.8% | $6,033-7.7% | $4,347+28.1% |
| Admin fee / account holder | $610 | $2,232-72.6% | $12,689-95.2% | $1,944-68.6% |