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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,522 |
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).
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 | $14,228 | $22,714-37.4% | $59,496-76.1% | $55,191-74.2% |
| Participation rate | 35.7% | 37.5%-1.7pp | 54.6%-18.8pp | 69.2%-33.4pp |
| Annual return | -0.82% | -44.01%+43.2pp | 182.05%-182.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $303 | $418-27.6% | $1,153-73.7% | $1,899-84.1% |
| Participant deferral / active EE | $826 | $843-2.0% | $1,829-54.8% | $3,046-72.9% |
| Admin fee / account holder | $0 | $83-100.0% | $2,232-100.0% | $91-100.0% |