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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $23,758 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,730 | $74,706-69.6% | $75,714-70.0% | $79,391-71.4% |
| Participation rate | 99.3% | 75.3%+24.0pp | 74.8%+24.5pp | 70.7%+28.6pp |
| Annual return | 14.61% | 18.52%-3.9pp | 104.62%-90.0pp | 116.88%-102.3pp |
| Employer contribution / active EE | $1,232 | $2,590-52.4% | $2,744-55.1% | $2,428-49.2% |
| Participant deferral / active EE | $917 | $3,533-74.0% | $3,820-76.0% | $4,046-77.3% |
| Admin fee / account holder | $53 | $374-85.8% | $3,619-98.5% | $627-91.5% |