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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,256 |
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 | $20,520 | $46,360-55.7% | $147,617-86.1% | $52,331-60.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 2.87% | 1.62%+1.3pp | 61.98%-59.1pp | 4.54%-1.7pp |
| Employer contribution / active EE | $1,546 | $2,126-27.3% | $5,564-72.2% | $1,882-17.9% |
| Participant deferral / active EE | $1,701 | $2,258-24.7% | $4,895-65.3% | $3,022-43.7% |
| Admin fee / account holder | $16 | $766-97.9% | $11,612-99.9% | $592-97.3% |