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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-0909772 ONE NORTH PARK DRIVE · HUNT VALLEY, MH 21030 | Contract Administrator | $4,459 |
AMERICAN FUNDS1 year Service code 15 PO BOX 6040 · INDIANAPOLOS, IN 462066040 | Recordkeeping | $2,120 |
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.
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 | $23,612 | $50,637-53.4% | $86,582-72.7% | $62,293-62.1% |
| Participation rate | 23.8% | 67.9%-44.1pp | 73.5%-49.7pp | 69.5%-45.7pp |
| Annual return | 17.77% | 20.80%-3.0pp | 965.08%-947.3pp | 28.90%-11.1pp |
| Employer contribution / active EE | $615 | $2,075-70.4% | $2,839-78.3% | $2,042-69.9% |
| Participant deferral / active EE | $432 | $2,611-83.5% | $3,609-88.0% | $3,169-86.4% |
| Admin fee / account holder | $137 | $413-66.8% | $4,904-97.2% | $479-71.4% |