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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,538 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,320 | $73,102-73.6% | $123,553-84.4% | $56,289-65.7% |
| Participation rate | 77.8% | 74.3%+3.5pp | 82.3%-4.5pp | 69.9%+7.9pp |
| Annual return | 60.83% | 3.01%+57.8pp | 119.21%-58.4pp | -9.96%+70.8pp |
| Employer contribution / active EE | $1,038 | $2,977-65.1% | $4,628-77.6% | $2,111-50.8% |
| Participant deferral / active EE | $5,422 | $5,4230% | $6,426-15.6% | $3,350+61.8% |
| Admin fee / account holder | $17 | $554-96.9% | $9,284-99.8% | $521-96.7% |