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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,131 | $48,277-56.2% | $63,244-66.6% | $55,191-61.7% |
| Participation rate | 35.4% | 69.4%-34.0pp | 71.0%-35.6pp | 69.2%-33.8pp |
| Annual return | 2.04% | 2.37%-0.3pp | -70.31%+72.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $329 | $2,432-86.5% | $2,953-88.9% | $3,046-89.2% |
| Admin fee / account holder | $3 | $86-96.4% | $5,893-99.9% | $91-96.6% |