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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $28,825 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,961 | $55,446+4.5% | $155,574-62.7% | $74,429-22.1% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.2pp |
| Annual return | 55.51% | 269.20%-213.7pp | 64.87%-9.4pp | 1368.38%-1312.9pp |
| Employer contribution / active EE | $1,385 | $2,266-38.9% | $4,676-70.4% | $2,625-47.3% |
| Participant deferral / active EE | $5,231 | $2,836+84.4% | $5,629-7.1% | $4,348+20.3% |
| Admin fee / account holder | $131 | $1,743-92.5% | $15,914-99.2% | $1,944-93.3% |