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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Float revenue; Recordkeeping and info... | $5,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,300 | $63,346-14.3% | $92,239-41.1% | $70,124-22.6% |
| Participation rate | 67.5% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.0pp |
| Annual return | 19.92% | 530.19%-510.3pp | 176.29%-156.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $336 | $2,471-86.4% | $3,680-90.9% | $2,342-85.6% |
| Participant deferral / active EE | $1,575 | $2,854-44.8% | $3,897-59.6% | $3,332-52.7% |
| Admin fee / account holder | $62 | $3,841-98.4% | $5,194-98.8% | $4,645-98.7% |