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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,096 | $32,865-38.9% | $75,826-73.5% | $56,289-64.3% |
| Participation rate | 27.6% | 53.0%-25.3pp | 68.2%-40.6pp | 69.9%-42.2pp |
| Annual return | 0.00% | -5.01%+5.0pp | 1914.15%-1914.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $9 | $891-99.0% | $1,913-99.5% | $2,111-99.6% |
| Participant deferral / active EE | $1,162 | $1,683-31.0% | $2,862-59.4% | $3,350-65.3% |
| Admin fee / account holder | $24 | $185-86.9% | $4,726-99.5% | $521-95.4% |