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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,271 |
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 | $17,686 | $91,474-80.7% | $135,982-87.0% | $71,529-75.3% |
| Participation rate | 81.1% | 75.7%+5.5pp | 81.9%-0.8pp | 67.9%+13.2pp |
| Annual return | 18.39% | 29.89%-11.5pp | 68.32%-49.9pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,432 | $3,705-61.4% | $4,859-70.5% | $2,590-44.7% |
| Participant deferral / active EE | $1,777 | $7,095-75.0% | $7,760-77.1% | $4,291-58.6% |
| Admin fee / account holder | $122 | $1,267-90.4% | $10,767-98.9% | $1,588-92.3% |