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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,734 | $69,823-40.2% | $76,902-45.7% | $74,473-44.0% |
| Participation rate | 26.2% | 70.0%-43.8pp | 69.6%-43.4pp | 70.7%-44.5pp |
| Annual return | 22.29% | 19.99%+2.3pp | 37.91%-15.6pp | 34.36%-12.1pp |
| Employer contribution / active EE | $1,374 | $2,148-36.0% | $2,534-45.8% | $2,638-47.9% |
| Participant deferral / active EE | $2,404 | $3,558-32.4% | $3,833-37.3% | $4,530-46.9% |
| Admin fee / account holder | $150 | $398-62.3% | $5,479-97.3% | $347-56.9% |