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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,774 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,209 | $55,437-59.9% | $155,534-85.7% | $74,459-70.2% |
| Participation rate | 73.5% | 61.9%+11.6pp | 78.2%-4.7pp | 67.2%+6.3pp |
| Annual return | 11.13% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $714 | $2,266-68.5% | $4,675-84.7% | $2,626-72.8% |
| Participant deferral / active EE | $1,059 | $2,837-62.7% | $5,630-81.2% | $4,350-75.6% |
| Admin fee / account holder | $140 | $1,742-92.0% | $15,900-99.1% | $1,945-92.8% |