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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $476 |
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 | $6,030 | $62,393-90.3% | $120,580-95.0% | $74,478-91.9% |
| Participation rate | 87.0% | 56.8%+30.3pp | 72.0%+15.1pp | 67.2%+19.8pp |
| Annual return | 0.00% | 18.61%-18.6pp | 107.48%-107.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $629 | $1,845-65.9% | $3,469-81.9% | $2,626-76.1% |
| Participant deferral / active EE | $1,050 | $2,886-63.6% | $4,995-79.0% | $4,350-75.9% |
| Admin fee / account holder | $30 | $2,396-98.8% | $9,418-99.7% | $1,946-98.5% |