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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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).
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 | $21,914 | $59,535-63.2% | $90,161-75.7% | $62,293-64.8% |
| Participation rate | 99.5% | 73.0%+26.4pp | 76.9%+22.6pp | 69.5%+30.0pp |
| Annual return | 23.42% | 23.53%-0.1pp | 34.89%-11.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $2,866 | $1,826+57.0% | $3,318-13.6% | $2,042+40.3% |
| Participant deferral / active EE | $6,012 | $4,639+29.6% | $5,287+13.7% | $3,169+89.7% |
| Admin fee / account holder | $48 | $337-85.7% | $5,943-99.2% | $479-90.0% |