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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,568 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,658 | $58,292-68.0% | $86,640-78.5% | $71,511-73.9% |
| Participation rate | 21.3% | 65.0%-43.7pp | 71.7%-50.4pp | 67.9%-46.6pp |
| Annual return | 21.72% | 21.63%+0.1pp | 592.52%-570.8pp | 28.86%-7.1pp |
| Employer contribution / active EE | $432 | $2,574-83.2% | $3,024-85.7% | $2,589-83.3% |
| Participant deferral / active EE | $1,622 | $3,438-52.8% | $4,438-63.4% | $4,291-62.2% |
| Admin fee / account holder | $139 | $1,057-86.9% | $5,616-97.5% | $1,588-91.2% |