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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,905 |
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).
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 | $47,751 | $46,173+3.4% | $170,435-72.0% | $69,631-31.4% |
| Participation rate | 44.8% | 63.9%-19.1pp | 83.6%-38.8pp | 70.7%-25.9pp |
| Annual return | 15.55% | 21.62%-6.1pp | 205.94%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $433 | $1,610-73.1% | $5,432-92.0% | $2,032-78.7% |
| Participant deferral / active EE | $1,368 | $2,080-34.2% | $4,939-72.3% | $3,224-57.5% |
| Admin fee / account holder | $0 | $116-99.9% | $13,881-100.0% | $110-99.9% |