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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,190 |
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 | $49,436 | $75,962-34.9% | $154,108-67.9% | $64,173-23.0% |
| Participation rate | 90.2% | 70.4%+19.8pp | 83.0%+7.2pp | 69.6%+20.7pp |
| Annual return | -2.42% | 30.32%-32.7pp | 735.21%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,586 | $3,350-22.8% | $5,298-51.2% | $2,381+8.6% |
| Participant deferral / active EE | $1,958 | $3,175-38.3% | $5,081-61.5% | $3,470-43.6% |
| Admin fee / account holder | $8 | $5,589-99.9% | $13,411-99.9% | $4,887-99.8% |