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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,107 |
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 | $26,531 | $44,059-39.8% | $71,671-63.0% | $69,631-61.9% |
| Participation rate | 22.1% | 60.8%-38.6pp | 68.7%-46.6pp | 70.7%-48.6pp |
| Annual return | 18.17% | 21.97%-3.8pp | 20.65%-2.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $536 | $1,305-58.9% | $2,460-78.2% | $2,032-73.6% |
| Participant deferral / active EE | $817 | $2,370-65.5% | $3,438-76.2% | $3,224-74.7% |
| Admin fee / account holder | $20 | $108-81.7% | $5,558-99.6% | $110-82.2% |