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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,746 |
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 | $68,158 | $58,828+15.9% | $78,002-12.6% | $62,881+8.4% |
| Participation rate | 80.2% | 71.1%+9.1pp | 75.5%+4.7pp | 69.3%+10.9pp |
| Annual return | 10.58% | 17.16%-6.6pp | 425.99%-415.4pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,979 | $1,672+18.4% | $2,470-19.9% | $2,281-13.2% |
| Participant deferral / active EE | $3,921 | $2,686+46.0% | $3,497+12.1% | $3,203+22.4% |
| Admin fee / account holder | $26 | $4,393-99.4% | $5,481-99.5% | $4,296-99.4% |