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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,721 | $58,888-19.0% | $178,499-73.3% | $73,493-35.1% |
| Participation rate | 48.6% | 66.2%-17.6pp | 81.9%-33.3pp | 70.7%-22.1pp |
| Annual return | 15.16% | 24.86%-9.7pp | 151.10%-135.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,311 | $2,236-41.4% | $5,011-73.8% | $2,270-42.2% |
| Participant deferral / active EE | $2,246 | $2,568-12.5% | $5,202-56.8% | $3,740-40.0% |
| Admin fee / account holder | $137 | $400-65.8% | $13,986-99.0% | $513-73.3% |