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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,216 |
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 | $10,005 | $46,732-78.6% | $156,551-93.6% | $55,167-81.9% |
| Participation rate | 86.8% | 65.8%+21.0pp | 84.0%+2.8pp | 69.0%+17.8pp |
| Annual return | 6.33% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $506 | $2,105-76.0% | $5,501-90.8% | $1,963-74.2% |
| Participant deferral / active EE | $1,198 | $2,204-45.7% | $4,871-75.4% | $3,054-60.8% |
| Admin fee / account holder | $2 | $418-99.6% | $13,028-100.0% | $504-99.7% |