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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,153 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,805 | $43,344-82.0% | $59,899-87.0% | $64,173-87.8% |
| Participation rate | 97.9% | 69.2%+28.7pp | 74.7%+23.2pp | 69.6%+28.3pp |
| Annual return | 9.91% | -1.55%+11.5pp | 3.46%+6.4pp | 7.63%+2.3pp |
| Employer contribution / active EE | $504 | $2,030-75.2% | $2,723-81.5% | $2,381-78.8% |
| Participant deferral / active EE | $2,300 | $2,547-9.7% | $3,402-32.4% | $3,470-33.7% |
| Admin fee / account holder | $22 | $3,008-99.3% | $3,592-99.4% | $4,887-99.6% |