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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $34,847 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,415 | $118,971-70.2% | $112,977-68.7% | $73,497-51.8% |
| Participation rate | 65.9% | 83.3%-17.5pp | 82.6%-16.7pp | 70.7%-4.8pp |
| Annual return | 0.00% | 17.79%-17.8pp | 24.24%-24.2pp | 28.51%-28.5pp |
| Employer contribution / active EE | $5,083 | $4,091+24.3% | $4,255+19.5% | $2,270+123.9% |
| Participant deferral / active EE | $6,210 | $6,133+1.3% | $5,836+6.4% | $3,740+66.0% |
| Admin fee / account holder | $216 | $573-62.2% | $6,294-96.6% | $513-57.8% |