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| Provider | Service type | Compensation |
|---|---|---|
BCG SECURITIES1 year Service code 15 · EIN 23-2383285 | Recordkeeping | $16,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $17,724 | $55,449-68.0% | $83,830-78.9% | $56,287-68.5% |
| Participation rate | 51.3% | 68.0%-16.7pp | 76.1%-24.8pp | 69.9%-18.5pp |
| Annual return | -4.25% | -1.38%-2.9pp | 850.97%-855.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,157 | $2,935-60.6% | $4,082-71.7% | $3,350-65.5% |
| Admin fee / account holder | $168 | $656-74.4% | $5,479-96.9% | $521-67.7% |