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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $494 |
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 | $32,678 | $43,504-24.9% | $68,612-52.4% | $56,289-41.9% |
| Participation rate | 50.0% | 67.8%-17.8pp | 72.2%-22.2pp | 69.9%-19.9pp |
| Annual return | -4.42% | -3.15%-1.3pp | -4.63%+0.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $403 | $2,509-84.0% | $3,311-87.8% | $3,350-88.0% |
| Admin fee / account holder | $7 | $515-98.7% | $5,131-99.9% | $521-98.7% |