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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0394950 | Recordkeeping | $28,350 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,135 | $777,995-94.5% | $159,991-73.0% | - |
| Participation rate | 71.7% | 55.4%+16.3pp | 78.0%-6.3pp | - |
| Annual return | -15.50% | -14.85%-0.7pp | 408.82%-424.3pp | - |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,225-100.0% | - |
| Participant deferral / active EE | $5,522 | $3,690+49.6% | $6,183-10.7% | - |
| Admin fee / account holder | $295 | $22,807-98.7% | $8,715-96.6% | - |