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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,434 |
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 | $35,463 | $37,117-4.5% | $147,617-76.0% | $55,191-35.7% |
| Participation rate | 44.4% | 63.6%-19.2pp | 84.6%-40.3pp | 69.2%-24.8pp |
| Annual return | -0.80% | 3.44%-4.2pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $491 | $1,620-69.7% | $5,564-91.2% | $1,899-74.2% |
| Participant deferral / active EE | $1,504 | $1,985-24.2% | $4,895-69.3% | $3,046-50.6% |
| Admin fee / account holder | $0 | $86-99.9% | $11,612-100.0% | $91-99.9% |