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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,600 |
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).
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 | $50,018 | $44,425+12.6% | $67,834-26.3% | $55,167-9.3% |
| Participation rate | 37.2% | 59.7%-22.5pp | 68.8%-31.6pp | 69.0%-31.7pp |
| Annual return | 8.83% | 17.80%-9.0pp | 138.47%-129.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,396 | $2,166+10.6% | $3,160-24.2% | $3,054-21.5% |
| Admin fee / account holder | $13 | $530-97.6% | $4,622-99.7% | $504-97.5% |