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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,841 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,853 | $73,638-39.1% | $95,956-53.3% | $73,493-39.0% |
| Participation rate | 42.2% | 76.2%-33.9pp | 77.1%-34.8pp | 70.7%-28.4pp |
| Annual return | 23.76% | 16.78%+7.0pp | 91.63%-67.9pp | 28.51%-4.8pp |
| Employer contribution / active EE | $939 | $1,863-49.6% | $2,541-63.0% | $2,270-58.6% |
| Participant deferral / active EE | $1,806 | $3,617-50.1% | $4,167-56.7% | $3,740-51.7% |
| Admin fee / account holder | $125 | $482-74.2% | $6,797-98.2% | $513-75.7% |