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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,584 |
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 | $53,140 | $52,961+0.3% | $172,755-69.2% | $65,185-18.5% |
| Participation rate | 94.9% | 66.2%+28.7pp | 82.6%+12.2pp | 70.2%+24.7pp |
| Annual return | 19.12% | 30.12%-11.0pp | 802.94%-783.8pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,328 | $2,190-39.4% | $5,144-74.2% | $2,177-39.0% |
| Participant deferral / active EE | $3,248 | $2,471+31.4% | $5,198-37.5% | $3,514-7.6% |
| Admin fee / account holder | $18 | $472-96.2% | $13,955-99.9% | $847-97.9% |