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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,719 |
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).
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 | $8,768 | $46,732-81.2% | $156,551-94.4% | $55,167-84.1% |
| Participation rate | 80.9% | 65.8%+15.1pp | 84.0%-3.2pp | 69.0%+11.9pp |
| Annual return | 6.96% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $437 | $2,105-79.2% | $5,501-92.1% | $1,963-77.7% |
| Participant deferral / active EE | $1,611 | $2,204-26.9% | $4,871-66.9% | $3,054-47.2% |
| Admin fee / account holder | $5 | $418-98.7% | $13,028-100.0% | $504-98.9% |