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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 59-3619207 | Actuarial | $31,826 |
SHUTTS & BOWEN, LLP2 years Service code 29 · EIN 59-0447122 | Legal | $12,225 |
Service code 10 · EIN 59-3320547 | Accounting | $10,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,186-100.0% | $291,448-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 28.6%-28.6pp | 3.6%-3.6pp |
| Annual return | 4.98% | 11.84%-6.9pp | 6.39%-1.4pp | 11.84%-6.9pp |
| Employer contribution / active EE | $2,564 | $17,339-85.2% | $30,371-91.6% | $17,339-85.2% |
| Participant deferral / active EE | $0 | $683-100.0% | $24-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $7,637-100.0% | $409-100.0% |