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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,557 | $51,620-58.2% | $90,324-76.1% | $65,186-66.9% |
| Participation rate | 41.7% | 68.6%-27.0pp | 73.3%-31.6pp | 70.2%-28.5pp |
| Annual return | 8.84% | 24.94%-16.1pp | 78.15%-69.3pp | 29.39%-20.5pp |
| Employer contribution / active EE | $714 | $2,235-68.0% | $2,856-75.0% | $2,177-67.2% |
| Participant deferral / active EE | $1,154 | $2,871-59.8% | $3,885-70.3% | $3,514-67.2% |
| Admin fee / account holder | $5 | $384-98.7% | $5,356-99.9% | $847-99.4% |