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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.1+ years Service code 24 · EIN 66-0591759 | Discretionary Trustee | $9,598 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $6,829 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,229 | $42,772-69.1% | $87,502-84.9% | $55,167-76.0% |
| Participation rate | 87.0% | 66.5%+20.5pp | 73.8%+13.2pp | 69.0%+18.0pp |
| Annual return | 7.40% | 21.20%-13.8pp | 12.21%-4.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $123 | $461-73.4% | $4,221-97.1% | $504-75.7% |