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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,169 |
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 | $48,626 | $52,961-8.2% | $172,752-71.9% | $65,185-25.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 35.05% | 30.12%+4.9pp | 802.97%-767.9pp | 29.38%+5.7pp |
| Employer contribution / active EE | $1,796 | $2,190-18.0% | $5,144-65.1% | $2,177-17.5% |
| Participant deferral / active EE | $2,719 | $2,471+10.0% | $5,198-47.7% | $3,514-22.6% |
| Admin fee / account holder | $105 | $472-77.8% | $13,955-99.2% | $847-87.6% |