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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,189 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,625 |
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 | $41,455 | $62,928-34.1% | $172,752-76.0% | $67,579-38.7% |
| Participation rate | 71.7% | 64.5%+7.3pp | 82.6%-10.9pp | 71.3%+0.4pp |
| Annual return | 23.06% | 30.36%-7.3pp | 802.97%-779.9pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,501 | $1,636-8.3% | $5,144-70.8% | $2,148-30.1% |
| Participant deferral / active EE | $3,114 | $2,145+45.2% | $5,198-40.1% | $3,539-12.0% |
| Admin fee / account holder | $197 | $167+18.1% | $13,955-98.6% | $142+38.3% |