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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,554 |
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).
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 | $23,041 | $46,360-50.3% | $147,617-84.4% | $52,331-56.0% |
| Participation rate | 90.8% | 64.9%+25.9pp | 84.6%+6.2pp | 68.1%+22.7pp |
| Annual return | 2.26% | 1.62%+0.6pp | 61.98%-59.7pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,972 | $2,126-7.3% | $5,564-64.6% | $1,882+4.8% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $766-99.9% | $11,612-100.0% | $592-99.9% |