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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,470 | $73,102-44.6% | $123,553-67.2% | $56,289-28.1% |
| Participation rate | 45.0% | 74.3%-29.3pp | 82.3%-37.3pp | 69.9%-24.9pp |
| Annual return | -8.87% | 3.01%-11.9pp | 119.21%-128.1pp | -9.96%+1.1pp |
| Employer contribution / active EE | $1,396 | $2,977-53.1% | $4,628-69.8% | $2,111-33.9% |
| Participant deferral / active EE | $3,718 | $5,423-31.4% | $6,426-42.1% | $3,350+11.0% |
| Admin fee / account holder | $177 | $554-68.0% | $9,284-98.1% | $521-65.9% |