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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,176 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,140 | $58,895-87.9% | $178,503-96.0% | $73,497-90.3% |
| Participation rate | 77.2% | 66.2%+10.9pp | 81.9%-4.8pp | 70.7%+6.5pp |
| Annual return | 14.28% | 24.86%-10.6pp | 151.12%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $259 | $2,236-88.4% | $5,011-94.8% | $2,270-88.6% |
| Participant deferral / active EE | $1,412 | $2,567-45.0% | $5,202-72.9% | $3,740-62.2% |
| Admin fee / account holder | $72 | $400-81.9% | $13,987-99.5% | $513-85.9% |