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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $3,301 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,718 | $77,638-86.2% | $156,551-93.2% | $62,881-83.0% |
| Participation rate | 73.4% | 71.2%+2.2pp | 84.0%-10.6pp | 69.3%+4.1pp |
| Annual return | 8.98% | 50.33%-41.3pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $557 | $3,444-83.8% | $5,501-89.9% | $2,281-75.6% |
| Participant deferral / active EE | $287 | $3,046-90.6% | $4,871-94.1% | $3,203-91.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |