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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $13,743 |
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 | $18,101 | $80,781-77.6% | $102,437-82.3% | $74,478-75.7% |
| Participation rate | 86.4% | 65.7%+20.7pp | 74.5%+11.9pp | 67.2%+19.1pp |
| Annual return | 15.23% | 27.58%-12.3pp | 24.95%-9.7pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $3,278 | $3,160+3.7% | $3,871-15.3% | $2,626+24.8% |
| Participant deferral / active EE | $6,831 | $3,862+76.9% | $5,060+35.0% | $4,350+57.0% |
| Admin fee / account holder | $170 | $2,372-92.8% | $8,388-98.0% | $1,946-91.2% |