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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,082 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $56,017 | $79,209-29.3% | $102,434-45.3% | $74,459-24.8% |
| Participation rate | 52.9% | 74.8%-21.8pp | 76.5%-23.6pp | 67.2%-14.3pp |
| Annual return | 9.55% | 54.98%-45.4pp | 29.46%-19.9pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $1,257 | $2,362-46.8% | $3,023-58.4% | $2,626-52.1% |
| Participant deferral / active EE | $2,097 | $4,417-52.5% | $5,055-58.5% | $4,350-51.8% |
| Admin fee / account holder | $434 | $2,002-78.3% | $9,462-95.4% | $1,945-77.7% |