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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 94-2857116 | Investment Management | $5,534 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,726 | $104,497-86.9% | $159,487-91.4% | $79,389-82.7% |
| Participation rate | 97.8% | 76.6%+21.1pp | 82.8%+14.9pp | 70.7%+27.0pp |
| Annual return | 8.17% | 67.98%-59.8pp | 263.71%-255.5pp | 116.89%-108.7pp |
| Employer contribution / active EE | $4,893 | $3,418+43.2% | $4,831+1.3% | $2,428+101.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $34 | $711-95.3% | $10,804-99.7% | $626-94.6% |