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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,303 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,472 | $73,863-79.1% | $143,797-89.2% | $68,490-77.4% |
| Participation rate | 39.0% | 66.7%-27.7pp | 80.3%-41.4pp | 67.9%-28.9pp |
| Annual return | -17.89% | 0.91%-18.8pp | -0.04%-17.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $990 | $3,185-68.9% | $4,952-80.0% | $2,597-61.9% |
| Participant deferral / active EE | $1,627 | $3,385-51.9% | $5,638-71.1% | $4,028-59.6% |
| Admin fee / account holder | $83 | $5,756-98.6% | $14,679-99.4% | $5,403-98.5% |