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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $62,257 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,595 | $72,303-97.8% | $86,691-98.2% | $64,814-97.5% |
| Participation rate | 91.2% | 80.4%+10.8pp | 76.6%+14.6pp | 71.5%+19.7pp |
| Annual return | -0.94% | 392.77%-393.7pp | 35.94%-36.9pp | 32.84%-33.8pp |
| Employer contribution / active EE | $367 | $2,393-84.7% | $2,837-87.1% | $2,507-85.4% |
| Participant deferral / active EE | $774 | $4,660-83.4% | $4,656-83.4% | $4,310-82.1% |
| Admin fee / account holder | $36 | $174-79.3% | $7,492-99.5% | $188-80.8% |