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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,988 |
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 | $45,595 | $70,917-35.7% | $98,916-53.9% | $73,493-38.0% |
| Participation rate | 52.7% | 73.8%-21.1pp | 76.0%-23.3pp | 70.7%-18.0pp |
| Annual return | 19.57% | 34.18%-14.6pp | 196.45%-176.9pp | 28.51%-8.9pp |
| Employer contribution / active EE | $519 | $2,037-74.5% | $2,689-80.7% | $2,270-77.2% |
| Participant deferral / active EE | $1,691 | $3,501-51.7% | $4,245-60.2% | $3,740-54.8% |
| Admin fee / account holder | $4 | $535-99.3% | $6,642-99.9% | $513-99.2% |