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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 66-0561870 | Recordkeeping | $14,674 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,238 | $68,413-76.3% | $123,104-86.8% | $55,191-70.6% |
| Participation rate | 77.1% | 84.5%-7.4pp | 86.8%-9.6pp | 69.2%+8.0pp |
| Annual return | -0.50% | 6.30%-6.8pp | 13.22%-13.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $581 | $3,050-81.0% | $5,151-88.7% | $1,899-69.4% |
| Participant deferral / active EE | $1,207 | $4,490-73.1% | $6,230-80.6% | $3,046-60.4% |
| Admin fee / account holder | $172 | $88+95.9% | $9,015-98.1% | $91+89.5% |