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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,784 | $42,548-37.0% | $74,549-64.1% | $56,287-52.4% |
| Participation rate | 39.4% | 60.5%-21.0pp | 69.1%-29.7pp | 69.9%-30.4pp |
| Annual return | -6.13% | 12.40%-18.5pp | 32.53%-38.7pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,290 | $855+50.8% | $1,961-34.2% | $2,111-38.9% |
| Participant deferral / active EE | $2,774 | $2,277+21.8% | $3,108-10.7% | $3,350-17.2% |
| Admin fee / account holder | $30 | $467-93.6% | $5,059-99.4% | $521-94.3% |