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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,953 |
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 | $25,418 | $82,274-69.1% | $152,473-83.3% | $79,391-68.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 78.2%+21.8pp | 70.7%+29.3pp |
| Annual return | 13.22% | 7959.84%-7946.6pp | 757.59%-744.4pp | 116.88%-103.7pp |
| Employer contribution / active EE | $2,261 | $3,613-37.4% | $4,326-47.7% | $2,428-6.9% |
| Participant deferral / active EE | $5,756 | $4,969+15.8% | $5,817-1.1% | $4,046+42.3% |
| Admin fee / account holder | $97 | $632-84.7% | $15,811-99.4% | $627-84.5% |