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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $18,691 |
POLLARD & ASSOCIATES, INC.3 years Service code 37 · EIN 52-0909772 | Loan Processing | $12,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,290 | $62,928-83.6% | $172,753-94.0% | $67,582-84.8% |
| Participation rate | 32.6% | 64.5%-31.9pp | 82.6%-50.1pp | 71.3%-38.7pp |
| Annual return | 16.66% | 30.36%-13.7pp | 803.00%-786.3pp | 378.57%-361.9pp |
| Employer contribution / active EE | $394 | $1,636-75.9% | $5,144-92.3% | $2,148-81.7% |
| Participant deferral / active EE | $467 | $2,145-78.2% | $5,198-91.0% | $3,539-86.8% |
| Admin fee / account holder | $186 | $167+11.9% | $13,956-98.7% | $142+31.0% |