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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,457 | $39,245-42.8% | $64,105-65.0% | $52,331-57.1% |
| Participation rate | 36.7% | 58.2%-21.6pp | 68.2%-31.5pp | 68.1%-31.4pp |
| Annual return | -0.11% | 14.79%-14.9pp | 791.24%-791.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $246 | $736-66.6% | $1,820-86.5% | $1,882-86.9% |
| Participant deferral / active EE | $1,335 | $1,992-33.0% | $2,822-52.7% | $3,022-55.8% |
| Admin fee / account holder | $18 | $592-96.9% | $4,499-99.6% | $592-96.9% |