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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 | $62,409-90.3% | $120,524-95.0% | $74,429-91.9% |
| Participation rate | 87.0% | 56.8%+30.3pp | 71.9%+15.1pp | 67.2%+19.8pp |
| Annual return | 0.00% | 18.62%-18.6pp | 107.36%-107.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $629 | $1,847-66.0% | $3,469-81.9% | $2,625-76.0% |
| Participant deferral / active EE | $1,050 | $2,888-63.7% | $4,994-79.0% | $4,348-75.9% |
| Admin fee / account holder | $30 | $2,394-98.8% | $9,440-99.7% | $1,944-98.5% |