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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,486 | $108,285-73.7% | $77,552-63.3% | $158,982-82.1% |
| Participation rate | 30.8% | 64.4%-33.7pp | 54.2%-23.4pp | 82.0%-51.2pp |
| Annual return | 6.72% | 31.69%-25.0pp | 54.82%-48.1pp | 302.99%-296.3pp |
| Employer contribution / active EE | $981 | $1,325-26.0% | $987-0.6% | $4,763-79.4% |
| Participant deferral / active EE | $1,901 | $2,455-22.6% | $1,861+2.2% | $5,983-68.2% |
| Admin fee / account holder | $492 | $3,709-86.7% | $2,859-82.8% | $11,252-95.6% |