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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,047 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,478 |
Service code 27 | Advisory (Plan) | $0 |
Annual investment return 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).
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 | $4,973 | $56,443-91.2% | $83,831-94.1% | $55,725-91.1% |
| Participation rate | 96.0% | 72.0%+24.0pp | 76.1%+19.9pp | 70.9%+25.1pp |
| Annual return | -10.29% | 393.67%-404.0pp | 850.99%-861.3pp | 244.93%-255.2pp |
| Employer contribution / active EE | $842 | $2,682-68.6% | $3,631-76.8% | $2,078-59.5% |
| Participant deferral / active EE | $1,846 | $2,965-37.8% | $4,082-54.8% | $3,356-45.0% |
| Admin fee / account holder | $84 | $156-46.0% | $5,479-98.5% | $115-26.7% |