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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,709 | $55,453-19.4% | $170,435-73.8% | $62,293-28.2% |
| Participation rate | 45.2% | 66.4%-21.2pp | 83.6%-38.4pp | 69.5%-24.3pp |
| Annual return | 17.39% | 21.38%-4.0pp | 205.94%-188.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $645 | $2,164-70.2% | $5,432-88.1% | $2,042-68.4% |
| Participant deferral / active EE | $1,360 | $2,303-40.9% | $4,939-72.5% | $3,169-57.1% |
| Admin fee / account holder | $301 | $455-33.8% | $13,881-97.8% | $479-37.1% |