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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $808 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,425 | $93,598-79.2% | $135,974-85.7% | $75,173-74.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.24% | 30.89%-16.6pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $1,413 | $3,538-60.1% | $4,859-70.9% | $2,671-47.1% |
| Participant deferral / active EE | $3,370 | $6,405-47.4% | $7,760-56.6% | $4,126-18.3% |
| Admin fee / account holder | $17 | $6,978-99.8% | $10,767-99.8% | $5,651-99.7% |