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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $23,685 |
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 | $15,515 | $46,360-66.5% | $147,617-89.5% | $52,331-70.4% |
| Participation rate | 71.8% | 64.9%+6.9pp | 84.6%-12.8pp | 68.1%+3.7pp |
| Annual return | -0.70% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $325 | $2,126-84.7% | $5,564-94.2% | $1,882-82.7% |
| Participant deferral / active EE | $785 | $2,258-65.2% | $4,895-84.0% | $3,022-74.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |