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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,886 |
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 | $29,769 | $101,591-70.7% | $147,096-79.8% | $74,429-60.0% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 50.22% | 8746.45%-8696.2pp | 419.75%-369.5pp | 1368.38%-1318.2pp |
| Employer contribution / active EE | $1,743 | $3,813-54.3% | $4,936-64.7% | $2,625-33.6% |
| Participant deferral / active EE | $4,430 | $7,302-39.3% | $8,071-45.1% | $4,348+1.9% |
| Admin fee / account holder | $85 | $1,750-95.1% | $13,005-99.3% | $1,944-95.6% |