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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,661 | $50,175-9.0% | $99,479-54.1% | $65,186-30.0% |
| Participation rate | 53.7% | 68.4%-14.7pp | 73.8%-20.1pp | 70.2%-16.5pp |
| Annual return | 19.98% | 25.36%-5.4pp | 30.72%-10.7pp | 29.39%-9.4pp |
| Employer contribution / active EE | $509 | $1,496-66.0% | $2,540-80.0% | $2,177-76.6% |
| Participant deferral / active EE | $1,528 | $2,748-44.4% | $3,619-57.8% | $3,514-56.5% |
| Admin fee / account holder | $293 | $398-26.4% | $6,253-95.3% | $847-65.4% |