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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,747 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,100 | $65,322-79.9% | $70,449-81.4% | $73,488-82.2% |
| Participation rate | 92.0% | 77.0%+15.1pp | 75.1%+17.0pp | 70.7%+21.3pp |
| Annual return | 9.97% | 15.71%-5.7pp | 109.03%-99.1pp | 28.51%-18.5pp |
| Employer contribution / active EE | $738 | $2,460-70.0% | $2,737-73.0% | $2,270-67.5% |
| Participant deferral / active EE | $558 | $3,375-83.5% | $3,709-84.9% | $3,740-85.1% |
| Admin fee / account holder | $24 | $214-88.9% | $3,845-99.4% | $513-95.4% |