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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 | $58,346 | $121,098-51.8% | $125,195-53.4% | - |
| Participation rate | 61.6% | 74.4%-12.7pp | 79.8%-18.2pp | - |
| Annual return | 21.56% | 15.50%+6.1pp | 43.79%-22.2pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,866-100.0% | - |
| Participant deferral / active EE | $4,111 | $3,481+18.1% | $4,937-16.7% | - |
| Admin fee / account holder | $48 | $16,883-99.7% | $9,704-99.5% | - |