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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,546 |
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 | $19,392 | $32,425-40.2% | $74,577-74.0% | $55,167-64.8% |
| Participation rate | 57.1% | 54.0%+3.1pp | 68.1%-11.0pp | 69.0%-11.8pp |
| Annual return | 8.62% | 10.63%-2.0pp | 20.47%-11.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $863 | $1,043-17.3% | $2,525-65.8% | $1,963-56.0% |
| Participant deferral / active EE | $1,253 | $1,995-37.2% | $3,458-63.8% | $3,054-59.0% |
| Admin fee / account holder | $3 | $748-99.6% | $4,138-99.9% | $504-99.4% |