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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,718 | $39,819-42.9% | $67,834-66.5% | $57,658-60.6% |
| Participation rate | 24.1% | 61.2%-37.1pp | 68.8%-44.7pp | 70.2%-46.1pp |
| Annual return | 9.13% | 9.19%-0.1pp | 138.47%-129.3pp | 5.13%+4.0pp |
| Employer contribution / active EE | $554 | $1,277-56.6% | $2,403-77.0% | $1,974-71.9% |
| Participant deferral / active EE | $817 | $2,209-63.0% | $3,160-74.1% | $3,061-73.3% |
| Admin fee / account holder | $16 | $84-81.1% | $4,622-99.7% | $95-83.3% |