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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,237 | $35,986-82.7% | $77,513-92.0% | $73,493-91.5% |
| Participation rate | 85.4% | 40.8%+44.5pp | 54.2%+31.2pp | 70.7%+14.7pp |
| Annual return | 12.57% | 19.26%-6.7pp | 54.81%-42.2pp | 28.51%-15.9pp |
| Employer contribution / active EE | $427 | $557-23.5% | $987-56.8% | $2,270-81.2% |
| Participant deferral / active EE | $1,384 | $1,198+15.6% | $1,861-25.6% | $3,740-63.0% |
| Admin fee / account holder | $102 | $466-78.0% | $2,859-96.4% | $513-80.1% |