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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,329 | $61,338-21.2% | $149,717-67.7% | $71,495-32.4% |
| Participation rate | 57.3% | 62.5%-5.2pp | 78.8%-21.4pp | 67.9%-10.6pp |
| Annual return | 16.95% | 35.86%-18.9pp | 134.41%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,534 | $2,381-35.6% | $4,820-68.2% | $2,589-40.8% |
| Participant deferral / active EE | $3,621 | $2,919+24.0% | $5,682-36.3% | $4,291-15.6% |
| Admin fee / account holder | $165 | $1,263-86.9% | $13,213-98.8% | $1,588-89.6% |