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| Provider | Service type | Compensation |
|---|---|---|
WERNTZ & ASSOCIATES8+ years Service code 15 · EIN 72-0684309 | Recordkeeping | $10,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,930 | $86,655-60.8% | $119,609-71.6% | $66,914-49.3% |
| Participation rate | 51.8% | 75.6%-23.8pp | 79.3%-27.5pp | 69.8%-18.0pp |
| Annual return | -16.70% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $859 | $2,536-66.1% | $4,232-79.7% | $2,544-66.2% |
| Participant deferral / active EE | $1,748 | $4,358-59.9% | $5,602-68.8% | $4,237-58.7% |
| Admin fee / account holder | $214 | $755-71.6% | $10,323-97.9% | $593-63.9% |