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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,470 | $60,488+299.2% | $109,907+119.7% | $79,391+204.2% |
| Participation rate | 0.0% | 67.0%-67.0pp | 74.2%-74.2pp | 70.7%-70.7pp |
| Annual return | 35.85% | 189.57%-153.7pp | 29.46%+6.4pp | 116.88%-81.0pp |
| Employer contribution / active EE | $1,748 | $1,649+6.0% | $2,844-38.5% | $2,428-28.0% |
| Participant deferral / active EE | $2,850 | $3,220-11.5% | $4,047-29.6% | $4,046-29.6% |
| Admin fee / account holder | $1,589 | $605+162.8% | $6,069-73.8% | $627+153.6% |