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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,320 |
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 | $24,933 | $66,124-62.3% | $90,461-72.4% | $73,497-66.1% |
| Participation rate | 27.6% | 69.7%-42.1pp | 72.7%-45.1pp | 70.7%-43.1pp |
| Annual return | 5.51% | 17.65%-12.1pp | 1294.76%-1289.3pp | 28.51%-23.0pp |
| Employer contribution / active EE | $833 | $2,346-64.5% | $3,264-74.5% | $2,270-63.3% |
| Participant deferral / active EE | $1,095 | $3,039-64.0% | $3,964-72.4% | $3,740-70.7% |
| Admin fee / account holder | $36 | $396-91.0% | $5,617-99.4% | $513-93.1% |