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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,166 | $59,191-57.5% | $76,767-67.2% | $56,289-55.3% |
| Participation rate | 64.6% | 75.2%-10.6pp | 77.0%-12.3pp | 69.9%-5.2pp |
| Annual return | 2.78% | 6.62%-3.8pp | 2.43%+0.4pp | -9.96%+12.7pp |
| Employer contribution / active EE | $1,028 | $1,759-41.5% | $2,485-58.6% | $2,111-51.3% |
| Participant deferral / active EE | $2,944 | $3,255-9.6% | $3,852-23.6% | $3,350-12.1% |
| Admin fee / account holder | $26 | $489-94.6% | $6,675-99.6% | $521-94.9% |