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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $38,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,619 | $55,470-50.2% | $155,556-82.2% | $74,478-62.9% |
| Participation rate | 32.9% | 61.9%-29.0pp | 78.2%-45.3pp | 67.2%-34.3pp |
| Annual return | 11.80% | 269.80%-258.0pp | 64.84%-53.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $373 | $2,267-83.6% | $4,675-92.0% | $2,626-85.8% |
| Participant deferral / active EE | $1,219 | $2,838-57.1% | $5,631-78.4% | $4,350-72.0% |
| Admin fee / account holder | $185 | $1,744-89.4% | $15,885-98.8% | $1,946-90.5% |