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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $602 |
BEHRENS & BANKS3+ years Service code 10 · EIN 54-1556200 43482 CROSS BREEZE PL · ASHBURN, VA 20147 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,680 | $58,726+6.7% | $92,240-32.0% | $62,293+0.6% |
| Participation rate | 27.5% | 68.3%-40.9pp | 76.5%-49.0pp | 69.5%-42.0pp |
| Annual return | 14.00% | 43.62%-29.6pp | 176.29%-162.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,185 | $2,766-57.2% | $3,897-69.6% | $3,169-62.6% |
| Admin fee / account holder | $495 | $556-11.0% | $5,194-90.5% | $479+3.4% |