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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Service code 15 · EIN 74-2715820 | Recordkeeping | $24,238 |
BOA, LLC6 years Service code 26 630 LEXINGTON AVE. · MANSFIELD, OH 44907 | Advisory (Participants) | $13,081 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,244 | $60,488-55.0% | $109,916-75.2% | $79,389-65.7% |
| Participation rate | 88.1% | 67.0%+21.1pp | 74.2%+13.9pp | 70.7%+17.4pp |
| Annual return | 18.58% | 189.57%-171.0pp | 29.46%-10.9pp | 116.89%-98.3pp |
| Employer contribution / active EE | $1,469 | $1,649-10.9% | $2,844-48.3% | $2,428-39.5% |
| Participant deferral / active EE | $2,238 | $3,220-30.5% | $4,047-44.7% | $4,046-44.7% |
| Admin fee / account holder | $193 | $605-68.1% | $6,069-96.8% | $626-69.2% |