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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1396995 | Contract Administrator | $2,642 |
Service code 21 · EIN 46-2486380 | Bank Trustee | $294 |
ARPG1 year Service code 27 · EIN 84-1169134 | Advisory (Plan) | $0 |
Service code 13 · EIN 86-0588303 | Contract Administrator | $0 |
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 | $6,794 | $98,766-93.1% | $149,730-95.5% | $79,852-91.5% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.1pp |
| Annual return | 13.88% | 27.43%-13.6pp | 276.70%-262.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $14,789 | $3,217+359.7% | $4,645+218.4% | $2,471+498.5% |
| Participant deferral / active EE | $2,605 | $5,681-54.1% | $6,843-61.9% | $3,740-30.4% |
| Admin fee / account holder | $262 | $6,052-95.7% | $9,310-97.2% | $5,306-95.1% |