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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $665 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,569 | $58,927-87.2% | $76,823-90.1% | $72,983-89.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 20.93% | 2305.64%-2284.7pp | 1166.42%-1145.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,694 | $1,787+50.8% | $2,302+17.0% | $2,440+10.4% |
| Participant deferral / active EE | $1,152 | $2,690-57.2% | $3,336-65.5% | $3,608-68.1% |
| Admin fee / account holder | $4 | $4,013-99.9% | $6,422-99.9% | $5,124-99.9% |