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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,138 |
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,644 | $81,504-90.6% | $102,437-92.5% | $80,959-90.6% |
| Participation rate | 87.1% | 66.9%+20.2pp | 74.5%+12.6pp | 67.7%+19.4pp |
| Annual return | 11.55% | 25.60%-14.0pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,088 | $3,104-32.7% | $3,871-46.1% | $2,757-24.3% |
| Participant deferral / active EE | $515 | $3,871-86.7% | $5,060-89.8% | $4,300-88.0% |
| Admin fee / account holder | $146 | $6,719-97.8% | $8,388-98.3% | $6,925-97.9% |