Filed March 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 23-1928421 | Recordkeeping | $17,396 |
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,656 | $60,165-67.3% | $74,184-73.5% | $55,167-64.4% |
| Participation rate | 96.0% | 74.2%+21.8pp | 76.6%+19.3pp | 69.0%+27.0pp |
| Annual return | 11.83% | 10.00%+1.8pp | 17.74%-5.9pp | 169.23%-157.4pp |
| Employer contribution / active EE | $296 | $1,600-81.5% | $2,370-87.5% | $1,963-84.9% |
| Participant deferral / active EE | $1,862 | $2,973-37.4% | $3,550-47.5% | $3,054-39.0% |
| Admin fee / account holder | $108 | $419-74.2% | $5,586-98.1% | $504-78.6% |