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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $42,340 |
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 | $45,042 | $58,888-23.5% | $178,499-74.8% | $73,493-38.7% |
| Participation rate | 92.7% | 66.2%+26.5pp | 81.9%+10.8pp | 70.7%+22.1pp |
| Annual return | 11.59% | 24.86%-13.3pp | 151.10%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,601 | $2,236-28.4% | $5,011-68.1% | $2,270-29.5% |
| Participant deferral / active EE | $3,587 | $2,568+39.7% | $5,202-31.0% | $3,740-4.1% |
| Admin fee / account holder | $25 | $400-93.7% | $13,986-99.8% | $513-95.1% |