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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $20,659 |
Service code 16 · EIN 36-3258176 | Consulting | $13,341 |
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 | $47,623 | $59,267-19.6% | $96,575-50.7% | $79,393-40.0% |
| Participation rate | 98.4% | 61.9%+36.5pp | 69.8%+28.6pp | 70.7%+27.7pp |
| Annual return | 18.58% | 27.08%-8.5pp | 37.79%-19.2pp | 116.87%-98.3pp |
| Employer contribution / active EE | $701 | $1,216-42.4% | $2,357-70.3% | $2,428-71.1% |
| Participant deferral / active EE | $4,248 | $2,947+44.2% | $3,849+10.4% | $4,046+5.0% |
| Admin fee / account holder | $8 | $659-98.7% | $6,182-99.9% | $627-98.7% |