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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,280 |
Annual investment return 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).
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 | $23,334 | $66,319-64.8% | $93,621-75.1% | $65,185-64.2% |
| Participation rate | 80.2% | 74.0%+6.2pp | 75.8%+4.4pp | 70.2%+10.0pp |
| Annual return | 17.69% | 42.59%-24.9pp | 32.76%-15.1pp | 29.38%-11.7pp |
| Employer contribution / active EE | $886 | $2,013-56.0% | $2,719-67.4% | $2,177-59.3% |
| Participant deferral / active EE | $1,719 | $3,343-48.6% | $4,070-57.8% | $3,514-51.1% |
| Admin fee / account holder | $38 | $6,900-99.5% | $7,890-99.5% | $847-95.6% |