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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,657 |
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).
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 | $36,557 | $81,494-55.1% | $133,978-72.7% | $73,497-50.3% |
| Participation rate | 44.6% | 76.4%-31.8pp | 79.8%-35.2pp | 70.7%-26.1pp |
| Annual return | 15.14% | 19.40%-4.3pp | 45.10%-30.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $575 | $2,210-74.0% | $3,919-85.3% | $2,270-74.7% |
| Participant deferral / active EE | $2,433 | $3,787-35.8% | $5,047-51.8% | $3,740-34.9% |
| Admin fee / account holder | $167 | $713-76.7% | $8,930-98.1% | $513-67.5% |