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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $14,216 | $56,640-74.9% | $80,977-82.4% | $57,658-75.3% |
| Participation rate | 59.9% | 75.9%-15.9pp | 75.8%-15.9pp | 70.2%-10.3pp |
| Annual return | 22.68% | 19.97%+2.7pp | 17.11%+5.6pp | 5.13%+17.5pp |
| Employer contribution / active EE | $1,381 | $2,085-33.8% | $3,715-62.8% | $1,974-30.1% |
| Participant deferral / active EE | $3,167 | $4,944-35.9% | $5,696-44.4% | $3,061+3.5% |
| Admin fee / account holder | $5 | $87-93.7% | $5,517-99.9% | $95-94.2% |