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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0024967 | Advisory (Plan) | $12,725 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,945 | $61,390-43.1% | $112,228-68.9% | $75,177-53.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.02% | 28.47%-11.4pp | 30.23%-13.2pp | 160.75%-143.7pp |
| Employer contribution / active EE | $2,128 | $2,015+5.6% | $3,432-38.0% | $2,671-20.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $148 | $4,862-97.0% | $7,752-98.1% | $5,651-97.4% |