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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $647 |
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 | $20,073 | $63,082-68.2% | $81,716-75.4% | $79,852-74.9% |
| Participation rate | 93.5% | 67.5%+26.0pp | 72.0%+21.5pp | 69.6%+23.9pp |
| Annual return | 11.92% | 22.66%-10.7pp | 29.49%-17.6pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,808 | $1,795+0.7% | $4,310-58.1% | $2,471-26.9% |
| Participant deferral / active EE | $1,479 | $2,780-46.8% | $7,108-79.2% | $3,740-60.4% |
| Admin fee / account holder | $36 | $4,428-99.2% | $5,159-99.3% | $5,306-99.3% |