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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $76,864 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,138 | $78,275-89.6% | $109,163-92.5% | $86,813-90.6% |
| Participation rate | 94.6% | 73.8%+20.7pp | 75.9%+18.7pp | 72.3%+22.3pp |
| Annual return | 8.60% | 19.14%-10.5pp | 25.75%-17.2pp | 97.93%-89.3pp |
| Employer contribution / active EE | $791 | $3,105-74.5% | $3,723-78.8% | $2,406-67.1% |
| Participant deferral / active EE | $2,054 | $3,641-43.6% | $4,654-55.9% | $4,131-50.3% |
| Admin fee / account holder | $140 | $198-29.6% | $6,754-97.9% | $170-17.6% |