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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,809 |
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 | $37,802 | $36,916+2.4% | $156,551-75.9% | $57,658-34.4% |
| Participation rate | 44.8% | 63.4%-18.6pp | 84.0%-39.2pp | 70.2%-25.4pp |
| Annual return | 6.39% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $487 | $1,571-69.0% | $5,501-91.1% | $1,974-75.3% |
| Participant deferral / active EE | $1,436 | $1,926-25.4% | $4,871-70.5% | $3,061-53.1% |
| Admin fee / account holder | $0 | $82-99.9% | $13,028-100.0% | $95-99.9% |