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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $16,699 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,812 | $63,114-82.9% | $92,909-88.4% | $65,185-83.4% |
| Participation rate | 88.5% | 68.8%+19.7pp | 76.0%+12.5pp | 70.2%+18.3pp |
| Annual return | 22.49% | 28.75%-6.3pp | 109.44%-86.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,007 | $2,571-21.9% | $3,653-45.1% | $2,177-7.8% |
| Participant deferral / active EE | $1,139 | $3,108-63.4% | $4,238-73.1% | $3,514-67.6% |
| Admin fee / account holder | $155 | $624-75.2% | $5,795-97.3% | $847-81.7% |