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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,267 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,008 | $82,678-90.3% | $125,391-93.6% | $68,490-88.3% |
| Participation rate | 95.5% | 75.1%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -15.54% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,952 | $3,382-42.3% | $4,816-59.5% | $2,597-24.8% |
| Participant deferral / active EE | $2,427 | $6,111-60.3% | $7,448-67.4% | $4,028-39.8% |
| Admin fee / account holder | $33 | $6,277-99.5% | $10,009-99.7% | $5,403-99.4% |