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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,129 | $37,196-67.4% | $154,108-92.1% | $55,725-78.2% |
| Participation rate | 66.8% | 64.1%+2.7pp | 83.0%-16.2pp | 70.9%-4.0pp |
| Annual return | -3.13% | 1319.68%-1322.8pp | 735.21%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $202 | $1,614-87.5% | $5,298-96.2% | $2,078-90.3% |
| Participant deferral / active EE | $918 | $2,068-55.6% | $5,081-81.9% | $3,356-72.6% |
| Admin fee / account holder | $4 | $102-96.0% | $13,411-100.0% | $115-96.5% |