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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Participant contribution per participant 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).
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 | $4,171 | $74,024-94.4% | $78,002-94.7% | $57,658-92.8% |
| Participation rate | 86.4% | 79.7%+6.7pp | 75.5%+10.9pp | 70.2%+16.2pp |
| Annual return | 9.74% | 12.14%-2.4pp | 425.99%-416.2pp | 5.13%+4.6pp |
| Employer contribution / active EE | $906 | $2,365-61.7% | $2,470-63.3% | $1,974-54.1% |
| Participant deferral / active EE | $778 | $3,533-78.0% | $3,497-77.7% | $3,061-74.6% |
| Admin fee / account holder | $1 | $93-99.5% | $5,481-100.0% | $95-99.5% |