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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $150 |
Annual investment return 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).
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 | $11,978 | $68,398-82.5% | $94,664-87.3% | $75,173-84.1% |
| Participation rate | 88.1% | 76.1%+12.0pp | 80.8%+7.3pp | 67.2%+20.9pp |
| Annual return | 7.75% | 616.72%-609.0pp | 156.84%-149.1pp | 160.72%-153.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,743 | $6,537-12.1% | $7,417-22.6% | $4,126+39.2% |
| Admin fee / account holder | $1 | $5,324-100.0% | $7,222-100.0% | $5,651-100.0% |