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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,422 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,439 | $46,360-79.6% | $147,617-93.6% | $52,331-82.0% |
| Participation rate | 83.2% | 64.9%+18.3pp | 84.6%-1.4pp | 68.1%+15.1pp |
| Annual return | -2.75% | 1.62%-4.4pp | 61.98%-64.7pp | 4.54%-7.3pp |
| Employer contribution / active EE | $503 | $2,126-76.4% | $5,565-91.0% | $1,882-73.3% |
| Participant deferral / active EE | $1,845 | $2,258-18.3% | $4,895-62.3% | $3,022-39.0% |
| Admin fee / account holder | $19 | $766-97.5% | $11,611-99.8% | $592-96.7% |