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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,916 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,501 | $71,526-57.4% | $98,450-69.0% | $71,495-57.3% |
| Participation rate | 71.7% | 72.7%-1.1pp | 75.2%-3.5pp | 67.9%+3.7pp |
| Annual return | 20.40% | 32.42%-12.0pp | 21.16%-0.8pp | 28.85%-8.5pp |
| Employer contribution / active EE | $1,439 | $2,400-40.0% | $3,049-52.8% | $2,589-44.4% |
| Participant deferral / active EE | $2,639 | $4,110-35.8% | $4,739-44.3% | $4,291-38.5% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,961-100.0% | $1,588-100.0% |