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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $42,324 | $63,924-33.8% | $108,582-61.0% | $55,167-23.3% |
| Participation rate | 61.3% | 74.3%-13.0pp | 79.6%-18.2pp | 69.0%-7.7pp |
| Annual return | 10.91% | 15.31%-4.4pp | -51.70%+62.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,098 | $3,067+1.0% | $4,311-28.1% | $3,054+1.4% |
| Admin fee / account holder | $64 | $618-89.6% | $7,645-99.2% | $504-87.3% |