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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,273 | $25,723+72.1% | $69,182-36.0% | $55,167-19.7% |
| Participation rate | 49.7% | 39.4%+10.2pp | 55.1%-5.4pp | 69.0%-19.3pp |
| Annual return | 6.79% | 9.56%-2.8pp | -21.93%+28.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $295 | $480-38.5% | $1,206-75.5% | $1,963-84.9% |
| Participant deferral / active EE | $1,197 | $963+24.2% | $1,897-36.9% | $3,054-60.8% |
| Admin fee / account holder | $3 | $365-99.1% | $2,697-99.9% | $504-99.4% |