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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,999 | $61,166+1.4% | $185,849-66.6% | $79,391-21.9% |
| Participation rate | 20.5% | 66.6%-46.2pp | 81.7%-61.3pp | 70.7%-50.3pp |
| Annual return | 14.31% | 19.45%-5.1pp | 122.10%-107.8pp | 116.88%-102.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,172 | $2,789-58.0% | $5,569-79.0% | $4,046-71.0% |
| Admin fee / account holder | $1 | $710-99.9% | $16,244-100.0% | $627-99.9% |