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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $550 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,267 | $40,275+37.2% | $57,356-3.6% | $59,633-7.3% |
| Participation rate | 92.9% | 69.1%+23.7pp | 75.1%+17.8pp | 68.7%+24.2pp |
| Annual return | 1.09% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $2,688 | $1,921+39.9% | $2,6890% | $2,203+22.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2 | $2,820-99.9% | $3,357-99.9% | $4,297-99.9% |