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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,663 |
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 | $30,023 | $89,652-66.5% | $141,191-78.7% | $65,185-53.9% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.5%-4.4pp | 70.2%+7.9pp |
| Annual return | 44.05% | 32.79%+11.3pp | 71.41%-27.4pp | 29.38%+14.7pp |
| Employer contribution / active EE | $2,359 | $3,065-23.0% | $4,736-50.2% | $2,177+8.4% |
| Participant deferral / active EE | $7,186 | $5,691+26.3% | $6,710+7.1% | $3,514+104.5% |
| Admin fee / account holder | $10 | $569-98.3% | $10,264-99.9% | $847-98.9% |