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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,243 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,106 | $93,617-74.3% | $135,982-82.3% | $75,177-67.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.66% | 30.89%-15.2pp | 68.32%-52.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,447 | $3,538-30.8% | $4,859-49.6% | $2,671-8.4% |
| Participant deferral / active EE | $1,894 | $6,406-70.4% | $7,760-75.6% | $4,126-54.1% |
| Admin fee / account holder | $217 | $6,980-96.9% | $10,767-98.0% | $5,651-96.2% |