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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $3,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,963 | $57,096-5.5% | $94,228-42.7% | $55,191-2.2% |
| Participation rate | 53.4% | 75.7%-22.3pp | 78.8%-25.4pp | 69.2%-15.8pp |
| Annual return | 1.24% | 159.65%-158.4pp | 10.68%-9.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $453 | $1,708-73.5% | $3,587-87.4% | $1,899-76.1% |
| Participant deferral / active EE | $1,725 | $3,165-45.5% | $4,320-60.1% | $3,046-43.4% |
| Admin fee / account holder | $18 | $89-79.7% | $6,269-99.7% | $91-80.1% |