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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,390 | $65,223-62.6% | $80,022-69.5% | $55,725-56.2% |
| Participation rate | 38.0% | 80.6%-42.5pp | 75.8%-37.8pp | 70.9%-32.8pp |
| Annual return | -8.03% | 7.59%-15.6pp | 11.22%-19.2pp | 244.93%-253.0pp |
| Employer contribution / active EE | $639 | $2,544-74.9% | $2,468-74.1% | $2,078-69.3% |
| Participant deferral / active EE | $2,059 | $3,881-46.9% | $3,686-44.1% | $3,356-38.6% |
| Admin fee / account holder | $145 | $114+26.8% | $6,521-97.8% | $115+25.7% |