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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,172 | $101,672-54.6% | $147,117-68.6% | $74,478-38.0% |
| Participation rate | 80.6% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.4pp |
| Annual return | 23.56% | 8757.83%-8734.3pp | 420.54%-397.0pp | 1370.56%-1347.0pp |
| Employer contribution / active EE | $1,165 | $3,813-69.4% | $4,932-76.4% | $2,626-55.6% |
| Participant deferral / active EE | $9,219 | $7,305+26.2% | $8,065+14.3% | $4,350+111.9% |
| Admin fee / account holder | $437 | $1,753-75.1% | $12,993-96.6% | $1,946-77.5% |