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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $843 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $84,395 | $61,166+38.0% | $185,849-54.6% | $79,391+6.3% |
| Participation rate | 48.3% | 66.6%-18.3pp | 81.7%-33.4pp | 70.7%-22.4pp |
| Annual return | 16.40% | 19.45%-3.0pp | 122.10%-105.7pp | 116.88%-100.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,047 | $2,789+116.8% | $5,569+8.6% | $4,046+49.5% |
| Admin fee / account holder | $53 | $710-92.5% | $16,244-99.7% | $627-91.5% |