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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,489 |
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 | $61,712 | $58,655+5.2% | $91,994-32.9% | $65,186-5.3% |
| Participation rate | 80.3% | 75.3%+5.0pp | 78.6%+1.7pp | 70.2%+10.1pp |
| Annual return | 26.60% | 33.92%-7.3pp | 69.04%-42.4pp | 29.39%-2.8pp |
| Employer contribution / active EE | $3,167 | $2,080+52.2% | $3,453-8.3% | $2,177+45.5% |
| Participant deferral / active EE | $6,228 | $5,474+13.8% | $5,924+5.1% | $3,514+77.2% |
| Admin fee / account holder | $163 | $434-62.4% | $7,744-97.9% | $847-80.7% |