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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,031 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,523 | $99,168-72.2% | $96,534-71.5% | $74,460-63.0% |
| Participation rate | 84.3% | 80.7%+3.6pp | 76.0%+8.3pp | 70.7%+13.6pp |
| Annual return | 25.24% | 22.40%+2.8pp | 25.88%-0.6pp | 34.38%-9.1pp |
| Employer contribution / active EE | $2,159 | $2,570-16.0% | $2,965-27.2% | $2,638-18.2% |
| Participant deferral / active EE | $3,252 | $4,936-34.1% | $4,851-33.0% | $4,530-28.2% |
| Admin fee / account holder | $89 | $225-60.5% | $8,253-98.9% | $348-74.4% |