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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $16,099 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,152 | $52,467-69.2% | $57,196-71.8% | $55,167-70.7% |
| Participation rate | 96.6% | 75.8%+20.7pp | 75.3%+21.2pp | 69.0%+27.6pp |
| Annual return | 3.00% | 7.72%-4.7pp | 14.59%-11.6pp | 169.23%-166.2pp |
| Employer contribution / active EE | $1,288 | $2,477-48.0% | $2,683-52.0% | $1,963-34.4% |
| Participant deferral / active EE | $723 | $2,830-74.5% | $3,096-76.7% | $3,054-76.3% |
| Admin fee / account holder | $29 | $269-89.3% | $3,141-99.1% | $504-94.3% |