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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-3706234 | Advisory (Plan) | $24,975 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,319 |
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 | $20,870 | $60,795-65.7% | $69,483-70.0% | $65,186-68.0% |
| Participation rate | 93.4% | 74.9%+18.5pp | 74.6%+18.8pp | 70.2%+23.2pp |
| Annual return | 10.63% | 17.46%-6.8pp | 28.99%-18.4pp | 29.39%-18.8pp |
| Employer contribution / active EE | $1,673 | $2,452-31.8% | $2,780-39.8% | $2,177-23.1% |
| Participant deferral / active EE | $2,995 | $3,162-5.3% | $3,537-15.3% | $3,514-14.8% |
| Admin fee / account holder | $220 | $314-29.7% | $3,841-94.3% | $847-74.0% |