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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 41-1276678 | Recordkeeping | $5,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $59,563 | $60,165-1.0% | $74,184-19.7% | $55,167+8.0% |
| Participation rate | 59.3% | 74.2%-14.9pp | 76.6%-17.3pp | 69.0%-9.7pp |
| Annual return | 10.32% | 10.00%+0.3pp | 17.74%-7.4pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,000 | $1,600-37.5% | $2,370-57.8% | $1,963-49.1% |
| Participant deferral / active EE | $1,889 | $2,973-36.4% | $3,550-46.8% | $3,054-38.1% |
| Admin fee / account holder | $80 | $419-80.9% | $5,586-98.6% | $504-84.1% |