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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,524 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,246 | $65,453-35.5% | $86,698-51.3% | $66,938-36.9% |
| Participation rate | 18.3% | 75.5%-57.2pp | 76.6%-58.3pp | 69.8%-51.5pp |
| Annual return | -2.16% | -10.89%+8.7pp | 35.95%-38.1pp | 1.58%-3.7pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $546 | $4,102-86.7% | $4,656-88.3% | $4,238-87.1% |
| Admin fee / account holder | $9 | $642-98.6% | $7,493-99.9% | $594-98.4% |