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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $21,719 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,638 | $65,092-17.6% | $143,799-62.7% | $66,938-19.9% |
| Participation rate | 29.5% | 65.2%-35.7pp | 80.3%-50.9pp | 69.8%-40.4pp |
| Annual return | -10.38% | -11.14%+0.8pp | -0.04%-10.3pp | 1.58%-12.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,371 | $2,920-53.1% | $5,638-75.7% | $4,238-67.7% |
| Admin fee / account holder | $418 | $502-16.8% | $14,677-97.2% | $594-29.6% |