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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,046 |
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).
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 | $20,108 | $47,977-58.1% | $154,111-87.0% | $56,287-64.3% |
| Participation rate | 48.5% | 66.2%-17.7pp | 83.0%-34.5pp | 69.9%-21.3pp |
| Annual return | -1.51% | 3.54%-5.0pp | 735.18%-736.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $770 | $2,169-64.5% | $5,298-85.5% | $2,111-63.5% |
| Participant deferral / active EE | $2,375 | $2,392-0.7% | $5,081-53.2% | $3,350-29.1% |
| Admin fee / account holder | $3 | $438-99.2% | $13,411-100.0% | $521-99.4% |