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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $9,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,323 | $64,286-77.7% | $90,970-84.3% | $73,412-80.5% |
| Participation rate | 67.2% | 63.6%+3.6pp | 69.0%-1.8pp | 72.2%-5.0pp |
| Annual return | 13.67% | 21.46%-7.8pp | 134.60%-120.9pp | 59.30%-45.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,821 | $2,453+15.0% | $3,373-16.4% | $3,806-25.9% |
| Admin fee / account holder | $40 | $287-86.2% | $5,961-99.3% | $158-74.8% |