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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AFC PENSIONS, INC. Service code 49 · EIN 04-2484178 | Other Services | $12,409 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,820 | $84,499-71.8% | $125,391-81.0% | $66,949-64.4% |
| Participation rate | 58.2% | 76.4%-18.3pp | 82.4%-24.2pp | 69.8%-11.7pp |
| Annual return | -5.87% | -8.49%+2.6pp | 572.41%-578.3pp | 1.57%-7.4pp |
| Employer contribution / active EE | $1,106 | $3,554-68.9% | $4,816-77.0% | $2,545-56.5% |
| Participant deferral / active EE | $7,522 | $6,785+10.9% | $7,448+1.0% | $4,239+77.4% |
| Admin fee / account holder | $10 | $685-98.5% | $10,009-99.9% | $594-98.3% |