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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $7,955 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,103 | $23,224-69.4% | $71,089-90.0% | $55,725-87.3% |
| Participation rate | 80.6% | 37.9%+42.7pp | 54.6%+26.0pp | 70.9%+9.7pp |
| Annual return | -8.65% | -2.87%-5.8pp | 650.65%-659.3pp | 244.93%-253.6pp |
| Employer contribution / active EE | $902 | $436+106.8% | $1,088-17.1% | $2,078-56.6% |
| Participant deferral / active EE | $1,474 | $929+58.7% | $1,873-21.3% | $3,356-56.1% |
| Admin fee / account holder | $35 | $118-70.6% | $3,082-98.9% | $115-69.9% |