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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,697 |
Service code 13 | Contract Administrator | $2,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,744 | $105,198-4.2% | $159,455-36.8% | $85,856+17.3% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.8%-60.6pp | 69.3%-47.1pp |
| Annual return | 15.38% | 45.08%-29.7pp | 263.63%-248.3pp | 318.58%-303.2pp |
| Employer contribution / active EE | $807 | $3,319-75.7% | $4,830-83.3% | $2,565-68.5% |
| Participant deferral / active EE | $1,956 | $5,946-67.1% | $7,353-73.4% | $3,952-50.5% |
| Admin fee / account holder | $752 | $6,934-89.2% | $10,800-93.0% | $6,261-88.0% |