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| Provider | Service type | Compensation |
|---|---|---|
SMA SERVICES, INC.1 year Service code 15 · EIN 63-0868034 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,419 | $28,109-41.6% | $71,086-76.9% | $56,287-70.8% |
| Participation rate | 16.3% | 40.4%-24.1pp | 54.7%-38.4pp | 69.9%-53.6pp |
| Annual return | -9.51% | -615.05%+605.5pp | 650.59%-660.1pp | -9.96%+0.5pp |
| Employer contribution / active EE | $727 | $558+30.3% | $1,088-33.2% | $2,111-65.6% |
| Participant deferral / active EE | $1,010 | $1,116-9.5% | $1,874-46.1% | $3,350-69.9% |
| Admin fee / account holder | $246 | $585-58.0% | $3,082-92.0% | $521-52.8% |