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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,050 | $65,582-66.4% | $64,101-65.6% | $71,511-69.2% |
| Participation rate | 64.6% | 73.2%-8.6pp | 72.3%-7.7pp | 67.9%-3.3pp |
| Annual return | 23.91% | 18.96%+4.9pp | 33.72%-9.8pp | 28.86%-4.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,138 | $3,628+14.1% | $3,881+6.6% | $4,291-3.5% |
| Admin fee / account holder | $40 | $616-93.5% | $3,070-98.7% | $1,588-97.5% |