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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $836 |
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.
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 | $32,328 | $43,504-25.7% | $68,612-52.9% | $56,287-42.6% |
| Participation rate | 24.1% | 67.8%-43.7pp | 72.2%-48.1pp | 69.9%-45.7pp |
| Annual return | 5.28% | -3.15%+8.4pp | -4.63%+9.9pp | -9.96%+15.2pp |
| Employer contribution / active EE | $774 | $1,525-49.3% | $2,625-70.5% | $2,111-63.3% |
| Participant deferral / active EE | $960 | $2,509-61.7% | $3,311-71.0% | $3,350-71.3% |
| Admin fee / account holder | $26 | $515-94.9% | $5,131-99.5% | $521-95.0% |