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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $5,037 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,023 | $25,723-53.3% | $69,182-82.6% | $55,167-78.2% |
| Participation rate | 17.7% | 39.4%-21.7pp | 55.1%-37.4pp | 69.0%-51.3pp |
| Annual return | 53.04% | 9.56%+43.5pp | -21.93%+75.0pp | 169.23%-116.2pp |
| Employer contribution / active EE | $545 | $480+13.5% | $1,206-54.8% | $1,963-72.2% |
| Participant deferral / active EE | $1,285 | $963+33.4% | $1,897-32.3% | $3,054-57.9% |
| Admin fee / account holder | $92 | $365-74.7% | $2,697-96.6% | $504-81.7% |