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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14,563 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,854 | $68,544-95.8% | $115,752-97.5% | $69,631-95.9% |
| Participation rate | 75.5% | 74.0%+1.5pp | 77.8%-2.3pp | 70.7%+4.8pp |
| Annual return | 23.62% | 20.97%+2.6pp | 19.41%+4.2pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $467 | $2,400-80.5% | $3,492-86.6% | $2,032-77.0% |
| Participant deferral / active EE | $1,076 | $3,887-72.3% | $5,204-79.3% | $3,224-66.6% |
| Admin fee / account holder | $35 | $90-61.3% | $6,278-99.4% | $110-68.4% |